“Fun With Annuities” The Annuity Man Podcast

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

• The Scrooge McDuck Syndrome 
• Facing your reality 
• Focusing on the future 
• Maximizing your social security

Key Takeaways: 

• The problem …

In this episode, The Annuity Man discussed: 

• What are interest rates?
• Payout rates and lifetime income
• Focusing on the monthly income
• You can’t beat the annuity companies

Key Takeaways: 

• Interes…

In this episode, The Annuity Man and Paul Merriman discuss: 

• The seven big things you need to know about investment
• Putting children on a glide path 
• Avoiding market-timing 
• Investing is simple 

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In this episode, The Annuity Man discussed: 

• What does Inverted Annuity Yield Curve mean? 
• An opportunity in current events 
• Are A++ companies too big to fail? 
• Annuities are not bonds 

Key Takea…

In this episode, The Annuity Man and Peggy Nicholson discuss: 

• Lying in a shallow grave 
• How to live like you’re dying 
• Letting money complicate your life 
• Stop waiting for yourself to be ready 

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In this episode, The Annuity Man discussed: 

• The CBDC initiative 
• The taxing of cryptocurrency 
• Cryptocurrency is not going away 
• How blockchain can affect annuities in the future 

Key Takeaways:…

In this episode, The Annuity Man and Charles Rotblut discuss: 

• Creating your own financial plan 
• Finding your real risk tolerance 
• History repeats itself 
• Crypto is purely speculative 

Key Takeaw…

In this episode, The Annuity Man discussed: 

• Annuities are customizable 
• An example of life with cash refund 
• What does it mean to get a joint-life policy
• Options and choices when getting an annuity…

• How advisors should construct their fees 
• The complexity of decumulation 
• Making the plan as good as it can be
• Cryptocurrency is a lottery t…

In this episode, The Annuity Man discussed: 

• What are Black Swan Events? 
• How current events affect everything 
• Making a decision solely for your life 
• Considering guarantees always 

Key Takeaway…

In this episode, The Annuity Man and Michael Finke discuss: 

• Delaying your decision to claim 
• Insulating your income from volatility 
• Inflation is personal 
• Consequences of not annuitizing

Key Ta…

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

• Responding to the IRS return delays 
• Managing your beneficiaries 
• The opposite of tempting fate 
• Setting an example 

Key Takeaways: 

• D…

In this episode, The Annuity Man and Bill Black discuss: 

• The predictability of death 
• Long-term care rider 
• Beating life insurance with investing
• Being wary of “tax-free income”

Key Takeaways: 

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• Minimizing expenses and emotions
• Social security is the best annuity
• Monte Carlo simulation method 
• Some simple investing principles everyon…

• Correction and volatility in 2022 
• Blockchain and cryptocurrency 
• What’s causing supply chain problems? 
• The most critical time for investi…

In this episode, The Annuity Man and Gary Baker discuss: 

• The bowling analogy 
• Four different types of protection 
• Contracts that serve the consumer’s need 
• Comparing annuity programs 

Key Takeaw…

In this episode, The Annuity Man and Jeff Miller discuss: 

• Benefitting from an expert’s guidance
• Inflation and increases in rates
• Correcting the social security issue 
• Deciding when to retire and wh…

• What does laddering mean? 
• Lowering risk until it’s nonexistent
• Hybridization of annuities
• Annuity industry standards 

Key Takeaways: 

• La…

In this episode, The Annuity Man and Ellie Saul discuss: 

• The difference between medicare and medicaid
• Selling and educating 
• Being on guard for misinformation
• Getting the most out of your medicare

In this episode, The Annuity Man discusses: 

• How the application process has changed with changing and evolving technologies. 
• Putting your trust and money with the carrier (and choosing your carrie…