“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discussed: 

• What annuity doublers refer to 

• The true story of annuity doublers 

Key Takeaways: 

• Annuity “doublers” isn’t as lucrative as it seems. You becom…

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 ther…

In this episode, The Annuity Man discussed: 

• The four primary annuity types for lifetime income

• There’s no ROI until you die with lifetime income annuities

• Two important questions to consider w…

In this episode, The Annuity Man discussed: 

• The pricing mechanism of annuity products 

• Annuities are commodity products 

• Buy only the products that you understand 

Key Takeaways: 

• Annuit…

In this episode, The Annuity Man and Roger Whitney discuss: 

• The two retirement crises

• Balancing on the teeter-totter

• Before going into fancy tactical stuff

• Focusing on what you can control 

…

In this episode, The Annuity Man discussed: 

• Focusing on guarantees 

• The best annuity 

• Finding the annuity best suited for you 

Key Takeaways: 

• Annuities are financial products that can p…

In this episode, The Annuity Man discussed: 

• Don’t time the market when buying annuities

• The cost of waiting for the perfect moment 

Key Takeaways: 

• Don’t time the market when buying annuit…

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 retir…

In this episode, The Annuity Man discussed: 

• Be strategic and efficient when purchasing annuities 

• Reverse engineering annuity quotes 

• Maximizing retirement income 

Key Takeaways: 

• When i…

In this episode, The Annuity Man discussed: 

• The value of annuities for lifetime income planning 

• Laddering strategy with annuities 

• Placing an annuity inside a trust 

Key Takeaways: 

• Whe…

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

• The Secure Act's role in making annuities more accessible within 401(k) plans

• Lifetime guaranteed income options within 401(k) target dat…

In this episode, The Annuity Man discussed: 

• Annuities are contracts 

• The perfect time to buy an annuity 

• You can’t time contracts

Key Takeaways: 

• There is no "sweet spot" to purchase ann…

In this episode, The Annuity Man discussed: 

• What annuities solve for 

• Transfer of risk 

• The three phases of retirement 

Key Takeaways: 

• Annuities solve for PILL: Principal protection, In…

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 relationsh…

In this episode, The Annuity Man discussed: 

• The best inflation annuity on the planet. 

• The second annuity you already own 

• RMDs are an annuity payment 

Key Takeaways: 

• Annuities that adj…

In this episode, The Annuity Man discussed: 

• What retirement is all about 

• The ducks that you may already have

• Annuity income ducks 

Key Takeaways: 

• Retirement, or chapter two of your lif…

In this episode, The Annuity Man and Marcia Mantell discuss: 

• The value of simplicity in understanding financial concepts

• Getting ready for the emotional aspect of retirement 

• The key to financ…

In this episode, The Annuity Man discussed: 

• The standard of a fiduciary

• Your retirement is not a game 

• Annuities as guarantees and as commodities

Key Takeaways: 

• Be wary of people in the…

In this episode, The Annuity Man discussed: 

• Buying contractual guarantees 

• Keeping it simple with annuities

• Annuities that adjust for inflation

Key Takeaways: 

• Buy annuities only for the…

In this episode, The Annuity Man and Andy Panko discuss: 

• How advisors should construct their fees 

• The complexity of decumulation 

• Making the plan as good as it can be

• Cryptocurrency is a lo…