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“Fun With Annuities” The Annuity Man Podcast

Oct 25, 2022

In this episode, The Annuity Man and Rick Ferri discuss: 

  • The Bogle-Head philosophy in investing
  • Access to good financial advice 
  • The urgency of getting serious with retirement
  • Implementing a plan for your own life 


Key Takeaways: 

  • Keep it simple, keep it low cost, and keep it low tax. Use index funds when you can because the performance of active funds that are trying to outperform the indices is not very good, and this historically goes back 100 years. 
  • People don’t really have a lot of access to good financial advice as there aren’t a lot of advisors willing to get paid just for giving advice. To enhance your financial literacy, you have to find real advisors, surround yourself with a community, or educate yourself through the abundance of free information available right now on the internet. 
  • If you’re getting ready to retire in the next few months or so, you’ll need to make a decision. You need to learn and understand everything you have to make an informed decision about your retirement day. 
  • The world economy might go through a lot of slow pain, but what’s important is that you have a plan you can implement for your own life. Keep it simple, as always. Fluctuations will always be there; you have to look through to the other side. 


"Come up with a sense of a plan. Implement it. Keep your costs down. Keep your taxes down, stay the course, and you'll be fine. That's it. Don't worry about the day-to-day fluctuations there. They’re always there, they’ve always been there, and they're always going to be there." —  Rick Ferri.







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