“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man and Mark Iwry discuss the following: 

• What is a QLAC? 

• One of the best features of a QLAC

• Structuring a QLAC with cash refund 

• Why QLACs aren’t popular 

K…

In this episode, The Annuity Man discussed: 

• Social security is an annuity 

• Why you can’t hate all annuities 

• Structuring annuities 

• Having contractual guarantees in place 

Key Takeaways:…

In this episode, The Annuity Man discussed: 

• Threading the needle with volatility

• Freedom from volatility

• Annuities are the haystack 

• Time to secure guarantees 

Key Takeaways: 

• Threadin…

In this episode, The Annuity Man and Pam Krueger discuss: 

• Should you trust people not held to a fiduciary standard? 

• The advantage of buying a registered advisor 

• The mark of a great financial…

In this episode, The Annuity Man discussed: 

• There are no U-Hauls behind hearses
• Why aren't you spending your money? 
• Fly first class, or your kids will 
• The millionaire next door 

Key Takeaways:…

In this episode, The Annuity Man discussed: 

• People who grew up poor see money differently
• The difference is in the perspective 
• Checking the background of your advisor 
• Your retirement is not a gam…

In this episode, The Annuity Man and Terry Savage discuss: 

• The national debt will not default 
• Speculating on bitcoin 
• Inflation, debt, and layoffs 
• An annuity is not an investment

Key Takeaways…

In this episode, The Annuity Man discussed: 

• Locking in for three years and over 
• The top three safest money 
• When to go for CDs and treasuries 

Key Takeaways: 

• Ask yourself how long you want to…

In this episode, The Annuity Man discussed: 

• You can afford the drink 
• Stop making table lemonade
• Math is the medicine 
• Taking baby steps

Key Takeaways: 

• You can afford the drink so go ahead and…

In this episode, The Annuity Man and Bob Carlson discuss: 

• Changes in 401k and IRA provisions 
• Why you should spend time on income taxes
• Generating guaranteed lifetime income 
• Be prepared to adapt y…

In this episode, The Annuity Man discussed: 

• The fear of running out of money
• Solving the fear of running out 
• Is FORO more important the FOMO? 
• Using math to address FORO 

Key Takeaways: 

• Mos…

In this episode, The Annuity Man discussed: 

• Income gap-filling strategies 
• The period certain immediate annuity 
• Multi-Year Guaranteed Annuities 
• When should you take social security? 

Key Takea…

In this episode, The Annuity Man and Jay Zawatsky discuss: 

• The definition of good money 
• Why both fiat and bitcoin is bad money
• Retiring with gold and silver 
• Jay’s personal investment strategy 

In this episode, The Annuity Man discussed: 

• The free look time period
• Shopping for the highest guarantee
• What annuity businesses should do

Key Takeaways: 

• Interest rates are moving significantl…

In this episode, The Annuity Man discussed: 

• Everyone goes through cognitive decline
• Considering cognitive strategies 
• Transferring risk through annuities
• Why you should plan for cognitive decline

…

In this episode, The Annuity Man and Steve Parrish discuss: 

• Why we need simple retirement solutions
• Transitioning from accumulation to decumulation 
• How inflation affects insurance companies 
• The b…

In this episode, The Annuity Man discussed: 

• Shopping for annuity products
• Marrying the company for lifetime income 
• Avoid “one-size-fits-all” annuity products
• Buy annuities for the guarantees 

K…

In this episode, The Annuity Man discussed: 

• Should you worry about inflation? 
• Annuity companies don’t give anything for free
• Inflation will not change your lifestyle 

Key Takeaways: 

• Stop comp…

In this episode, The Annuity Man and Mr. FIA-X discuss: 

• Questions to ask your annuity agent 
• Backtested numbers are garbage 
• Index Annuities are not bad products
• When building for accumulation

K…

In this episode, The Annuity Man discussed: 

• Think again, would more money change your life? 
• Peeling off the interest
• Are you really affected by inflation? 
• Live your life now 

Key Takeaways: 

• …