“Fun With Annuities” The Annuity Man Podcast

In this episode, The Annuity Man discussed: 

• Don’t buy the dream 

• Backtested numbers are not guaranteed

• What an annuity is for 

Key Takeaways: 

• Do not buy hypotheticals, dream sales pitch…

In this episode, The Annuity Man discussed: 

• Annuities are contracts 

• How Indexed Annuities should be used 

• Don’t buy an annuity for market returns 

Key Takeaways: 

• To say that something …

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

• 401k and annuities 

• What does it mean to be a fiduciary? 

• Annuities are commodity products

• Always have some chicken money

Key T…

In this episode, The Annuity Man discussed: 

• The four lifetime income products

• How annuities are priced 

• The simplicity of SPIA 

• Getting the highest guarantee 

Key Takeaways: 

• There are…

In this episode, The Annuity Man discussed: 

• State guaranty funds 

• The true safety of the industry 

• Life insurance companies are more regulated 

• Assigning unused money to beneficiaries

Ke…

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…

In this episode, The Annuity Man discussed: 

• The Income Rider and the accumulation value 

• Two numbers you need before you transfer to SPIA

• Calculating a SPIA quote 

• When you should transfer t…

In this episode, The Annuity Man discussed: 

• Swallowing the food but not the pitch 

• Annuities are never one-size-fits-all 

• Focusing on contractual guarantees 

Key Takeaways: 

• If you ever …

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

• Politics and economy 

• Looking into how inflation affects you 

• How Indexed Annuities should be used 

• The question for cryptocurrency 

  …

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 discussed: 

• Lifetime income and principal protection 

• Return of your money 

• Peeling of the interest to solve income needs 

Key Takeaways: 

• Annuities aren’…

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: 

• Annuities solve for PILL 

• Two questions that make annuities simple 

• Commoditizing annuities 

Key Takeaways: 

• Annuities are simple; they’re a t…

In this episode, The Annuity Man discussed: 

• Annuities are DIY products 

• Focus on the contractual guarantees 

• Commoditization of annuities 

Key Takeaways: 

• Annuities are do-it-yourself pr…

In this episode, The Annuity Man and GUEST discuss: 

• Saying no to DIY retirement

• What the right age for retirement is

• How annuity addresses inflation

• Securing guaranteed lifetime income with …

In this episode, The Annuity Man discussed: 

• Protecting your beneficiary from dumb choices

• How Stan lovingly handcuffs his beneficiaries

• Handcuffing your loved ones is good for them

Key Tak…

In this episode, The Annuity Man discussed: 

• Why would you want to stop taking in income? 

• Three types of irrevocable income lifetime income teams 

• Light-switch Annuity Products

Key Takeawa…

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

• Annuities are more attractive today 

• Protecting your future lifestyle 

• Cutting little slices on the birthday cake

• There’s no perfe…

In this episode, The Annuity Man discussed: 

• Annuities for your spouse and loved ones 

• Throwing darts at death 

• Planning for cognitive decline 

• Filling in financial gaps

Key Takeaways: 

• …

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 …