“Fun With Annuities” The Annuity Man Podcast

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

• Two choices in retirement 
• The worst case scenario in retirement
• Thrift is good until it isn’t 
• Difference between annuities and investme…

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

• Avoiding upfront bonuses 
• Prioritizing the interests of the consumer 
• Market-like returns 
• The worst-case scenario for annuities 

Key Tak…

In this episode, The Annuity Man and David Blanchett discuss: 

• People’s irrational preference 
• A gap between perceived and actual ability
• Is cryptocurrency going to last? 
• Investing when there are l…

In this episode, The Annuity Man and Jason Fichtner discuss: 

• Preparing for depletion
• Preaching to a hurricane 
• Maximizing returns and minimizing risks
• The real danger zone

Key Takeaways: 

• There…

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

• People don’t understand annuities
• Preparing for diminished capacity
• Life expectancy is good and getting better
• Managing your retirement p…

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

• Current taxation and retirement climate
• Changes in Roth IRA rules
• Strategies you can use to get around IRA changes
• Donor-advised funds and …

In this episode, The Annuity Man and Leah Brandt discuss: 

• Seeing things from the client’s perspective
• When annuities are bought
• Making annuities easier to understand
• Never doing things in moderatio…

In this episode, The Annuity Man and Jack Lenenberg discuss: 

• The truth about long-term care
• Transferring annuity to annuity with an IRS 1035 exchange
• Traditional versus annuity with long-term care 
…

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

• Is inflation going to be transitory? 
• Getting ready for a collapse
• The Great Resignation
• Technology’s effect on markets

Key Takeaways: 

In this episode, The Annuity Man and Tom Hegna discuss: 

• Mortality credits: the secret sauce of annuities
• Trends in life expectancy
• Predicting the economy and preparing for market downs
• Making healt…

In this episode, The Annuity Man and Jamie Hopkins discuss: 

• ROS - Return on Sleep
• From an accumulation to a decumulation mindset
• Living your retirement meaningfully 
• Changing your relationship with…

In this episode, The Annuity Man and Loren Feldman discuss: 

• Entrepreneurs and retirement 
• Investing for business owners
• Passion and confidence on business
• Measuring your risk

Key Takeaways: 

• Pl…

In this episode, The Annuity Man and Wade Pfau discuss: 

• Success in retirement
• RISA - Retirement Income Style Awareness
• Funding long-term care
• Reverse mortgages and risk pooling

Key Takeaways: 

• …

In this episode, The Annuity Man and Dan Prescher discuss: 

• Planning for travelling internationally
• Travelling internationally as a lifestyle change
• Minimalism and happiness 
• Joining communities abr…

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

• Running away from lies and half-truths 
• “Guaranteed increasing income” and other misleading statements
• Knowing how much you’ll really earn 
• W…

In this episode, The Annuity Man and John Lenz discuss: 

• How people reacted to the new payroll tax rule for LTC in Washington state.
• Live, die, quit - find out what that means
• Making mathematical de…

In this episode, The Annuity Man and Kerry Pechter discuss: 

• What is the Bermuda Triangle Strategy? 
• How the Bermuda Triangle Strategy will affect you.
• The problem with the annuity industry.
• Priorit…

In this episode, The Annuity Man and Chuck Jaffe discuss: 

• Some good examples of bad investments
• Issues with cryptocurrency
• Understanding indexed annuities 
• Interest rates and inflation 

Key Take…

In this episode, The Annuity Man and Owen Schrum discuss: 

• The Retirement Crisis
• The Free Paradigm
• Unteaching things that people thought wrong
• Growth and guarantees - the truth about Structured Inve…

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

• Life expectancy and income level demographics 
• Until what age should you wait? 
• Figuring out your life expectancy 
• Inflation, where is it g…