“Fun With Annuities” The Annuity Man Podcast

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

• The suitability approach and consumer trust 
• How the annuity industry can be better 
• Approaching people who hate annuities 
• Risk management …

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

• Upfront bonuses on annuity and other bonuses to be wary of 
• Looking for contractual guarantees in annuity contracts
• Uncapped products and other “…

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

• Saying no to DIY retirement 
• What the right age for retirement is
• How annuity addresses inflation 
• Securing guaranteed lifetime income with a…

In this episode, The Annuity Man and Bradley Birkenfeld discuss: 

• Corruption in the government and our justice system
• The problem with bank secrecy and facts about the relationship between our gover…

In this episode, The Annuity Man and Dana Anspach discuss: 

• Juicing your retirement money
• How can you know if you’re “retirement-ready”
• What are some things you have to consider when setting up your…

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

• The new normal of today’s interest rates 
• Good tips and strategies for building your retirement fund
• Some insights on Cryptocurrency 
• Special…

In this episode, The Annuity Man and Christine Benz discuss: 

• Why Christine is so passionate about financial education and retirement portfolio planning. 
• Why decumulation is not bad (and when it is…

In this episode, The Annuity Man and Dennis Miller discusses: 

• What ROMEO is and how it influences Dennis and his writing. 
• Why inflation is a personal thing. 
• Diversifying for income guarantee and …

In this episode, The Annuity Man discusses: 

• How the COVID19 pandemic has affected retirement plans.
• The Retirement Watch newsletter and how it can help you. 
• What DC is doing that can affect retire…

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

• Spendthrift planning. 
• Customizing the annuity contracts to achieve the specific goals you have in mind. 
• Medicaid planning using annuities. 
…

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

• What is happening in the life insurance space (especially during the current pandemic). 
• How interest rates affect life insurance policies. 
…

In this episode, The Annuity Man discusses: 

• The historical journey of indexed annuities and how they’ve gotten to where they are today. 
• The questions to ask your advisor about your indexed annuiti…

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

• The Money Lady’s opinion on the current markets. 
• The creation of money, interest rates, and the US budget deficit. 
• How technology has ch…

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

• The environment, products, and solutions in long term care currently available. 
• The 6 daily functions of life and how they affect long …

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

• Making decisions that are in your, individual, best interest. 
• Understanding what you’re trying to achieve and what you want to do with y…

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

• The pricing of lifetime income. 
• How mortality tables (life expectancy tables) work and function within annuities and life insurance. 
• The f…

In this episode, The Annuity Man discusses: 

• Compliance at family offices, hedge funds, and other securities offices. 
• Possible hiccups and downturns on the horizon. 
• The misinformation around the 4…

In this episode, The Annuity Man discusses: 

• What cryptocurrency is and how blockchain works. 
• Losing Bitcoin and the future of the cash dollar. 
• Looking at cryptocurrency as an investment. 
• Normali…

In this episode, The Annuity Man discusses: 

• The relationship between annuities and inflation. 
• Don’t believe the pitch, understand the contract. 
• How you do address inflation with annuities. 
• Ladde…

In this episode, The Annuity Man discusses: 

• The top questions to ask your advisor about annuities. 
• Knowing which questions are deal-breakers from the beginning for advising you about annuities. 
• T…