“Fun With Annuities” The Annuity Man Podcast

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

• What is “chicken money”?

• Considering future crises in your financial plan 

• Seeking trusted advisors 

• Building an income floor 

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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 …

In this episode, The Annuity Man discussed: 

• The right product for the right situation 

• What is lifetime income? 

• Income from interest 

Key Takeaways: 

• An agent selling an annuity product…

In this episode, The Annuity Man discussed: 

• Planning with simplicity 

• Annuity products overview 

• Consumer-focused future of annuities

• Tuning out the noise 

Key Takeaways: 

• Lifetime inc…

In this episode, The Annuity Man discussed: 

• Acknowledging your wealth

• The scars of scarcity 

• Should you be worried about inflation 

• Setting up contractual guarantees

Key Takeaways: 

• Be…

In this episode, The Annuity Man discussed: 

• Automating your income 

• Establishing an automated income stream

• Reverse-engineering your income goal 

Key Takeaways: 

• Automating your income i…

In this episode, The Annuity Man and Sheryl Garrett discuss: 

• The role of a financial planner 

• How the industry should be 

• Hiring the right planner 

• Being aggressive with cash flow

Key Ta…

In this episode, The Annuity Man discussed: 

• Claiming your social security

• You can’t time annuities 

• Three phases of retirement 

Key Takeaways: 

• Social security payments get higher if you…

In this episode, The Annuity Man discussed: 

• Creating a solid income floor for retirement 

• Considering your income 

• Many ways to create income 

Key Takeaways: 

• Going into chapter two of y…

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

• Outperforming 90% of investors 

• Developing a simple portfolio 

• Five ways to improve your portfolio

• Facing the risks

Key Takeaways…

In this episode, The Annuity Man discussed: 

• Not everyone needs to be exposed

• Bonds and market volatility 

• Looking into lifetime income 

• Questions to ask your advisor 

Key Takeaways: 

• F…

In this episode, The Annuity Man discussed: 

• Bonuses are not the true benefits 

• Unethical practices that rush an annuity sale

• Focus on what really matters 

Key Takeaways: 

• Upfront bonuses…

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:…

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 …

In this episode, The Annuity Man discussed: 

• What does it mean to live off the interest? 

• Living off guaranteed interest 

• When interest rates go down 

• If you can’t live off of the interest

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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 mana…

In this episode, The Annuity Man discussed: 

• What are MYGAs and SPIAs? 

• Annuities are contractual commodities 

• MYGA to SPIA 

Key Takeaways: 

• A MYGA, Multi-Year Guaranteed Annuity, is the …

In this episode, The Annuity Man discussed: 

• The four main concerns that annuity addresses

• Why you should stay away from fancy annuities 

• Things to consider when buying annuities 

Key Takea…

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

• Juicing your retirement money                                                                                                            …

In this episode, The Annuity Man discussed: 

• Annuity solutions to retirement problems 

• The four things that annuities solve for 

• How annuities can give peace of mind, flexibility, and freedom 

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