Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
…
continue reading
Welcome to “Wealth Strategy” with Bryan Rigg. Bryan is a celebrated Yale graduate, adding a PhD from Cambridge, a former officer in the Marine Corps, a man of profound integrity and honor, and your wealth professor.
…
continue reading
Welcome to our show, Red Clay on Wall Street, with our host, CERTIFIED FINANCIAL PLANNER™, Dr. John Colegrove. Red Clay on Wall Street is designed to provide a hometown view of stories and topics that may affect the financial lives of our investors both young and old. Listeners will hear real stories about clients and glean educational content to help you better prepare for retirement.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Lifetime or Interest Income?: Shootin' It Straight With Stan (TAM Classic)
10:51
10:51
Play later
Play later
Lists
Like
Liked
10:51
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 as a one-size-fits-all product is like a doctor prescribing one medication for everyone. There is a right product for the right circumstance, and if a person doesn’t n…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Stan The Annuity Man: The Annuity Man Predictions for 2024 (TAM Classic)
25:45
25:45
Play later
Play later
Lists
Like
Liked
25:45
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 income is priced primarily on your life expectancy and interest rates play a secondary role in pricing. Shop all carriers for the highest contractual guarantee, don’t gamble…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Start Acting Annuity Rich (Wear a Suit!): Shootin’ It Straight With Stan (TAM Classic)
9:27
9:27
Play later
Play later
Lists
Like
Liked
9:27
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 rational about the wealth that you have. Don’t say you’re not rich if you are not one of the 40% of Americans today who have $400 to their name and are struggling. Ackn…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Automate Your Income: Shootin' It Straight With Stan
10:22
10:22
Play later
Play later
Lists
Like
Liked
10:22
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 is about creating more income floor to add to your lifetime income stream with Social Security which increases with inflation. This is where annuities come into play si…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Sheryl Garrett: Financial Planning On YOUR Terms
45:00
45:00
Play later
Play later
Lists
Like
Liked
45:00
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 Takeaways: Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is to help clients see through all of that an…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Older You Are, the Higher the Annuity Payment: Shootin' It Straight With Stan (TAM Classic)
11:15
11:15
Play later
Play later
Lists
Like
Liked
11:15
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 wait until 70 because you’re older which means that your life expectancy is less, meaning that there are fewer projected payments. Fewer payments mean that those paym…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Increase Your Annuity Income Floor As You Age: Shootin' It Straight With Stan (TAM Classic)
11:17
11:17
Play later
Play later
Lists
Like
Liked
11:17
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 your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money, so why are you still playing? It’s important to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rick Ferri: Core-4 Portfolios for Simplistic Success (TAM Classic)
38:54
38:54
Play later
Play later
Lists
Like
Liked
38:54
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: Investing is not as difficult as others would have you believe. The best way to invest is to keep things simple; the fewer moving parts, the better. Develop a simpl…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
You Already Won! Why Are You Still Playing?: Shootin' It Straight with Stan (TAM Classic)
11:59
11:59
Play later
Play later
Lists
Like
Liked
11:59
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: Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it doesn’t apply to everybody. People who’v…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
25% Annuity Bonus…Is It Real?: Shootin' It Straight with Stan (TAM Classic)
9:59
9:59
Play later
Play later
Lists
Like
Liked
9:59
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 are merely a part of the contract rather than the true benefits they seem to be. Focus instead on the lifetime income guarantee, on the financial stability and predic…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Jason Fichtner: Understanding A Changing Retirement Landscape (TAM Classic)
49:37
49:37
Play later
Play later
Lists
Like
Liked
49:37
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’s going to be depletion in combined trust funds in 2024. In response to this, you can delay claiming your social security until you absolutely need it, you ca…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Understanding Annuity Payout Options - Shootin' It Straight with Stan (TAM Classic)
11:01
11:01
Play later
Play later
Lists
Like
Liked
11:01
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 annuity Key Takeaways: A life-only contract means that the annuity company is on the hook to pay as long as you’re breathing, but the money goes away when you die…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Live off the Interest Until You Can’t: Shootin’ It Straight With Stan (TAM Classic)
10:19
10:19
Play later
Play later
Lists
Like
Liked
10:19
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 Key Takeaways: At the time of this taping, some money markets are 4, some CDs at five, and some MYGAs at five and a half. A lot of you out there have enough funds th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
John Olsen: Annuity Royalty Shares Wisdom (TAM Classic)
31:56
31:56
Play later
Play later
Lists
Like
Liked
31:56
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 and risk transfer Key Takeaways: There is a considerable certainty that companies out there are determined to give the right product to their clients. If yo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Defer 2 SPIA (MYGA-2-SPIA): Shootin' It Straight With Stan (TAM Classic)
14:00
14:00
Play later
Play later
Lists
Like
Liked
14:00
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 annuity industry's version of a CD. The good news about MYGAs is that the interest rate is locked in and non-callable. This means that when interest rates go down, you’…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuity Fancy or Annuity Contractual?: Shootin’ It Straight With Stan
5:42
5:42
Play later
Play later
Lists
Like
Liked
5:42
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 Takeaways: Annuity contracts are designed to address four key concerns: principal protection, lifetime income, legacy planning, and long-term care. However, not all annu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Dana Anspach: Juicing Your Retirement Plan (TAM Classic)
42:04
42:04
Play later
Play later
Lists
Like
Liked
42:04
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 retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuity Contractual Guarantees Change Lives: Shootin’ It Straight With Stan
7:58
7:58
Play later
Play later
Lists
Like
Liked
7:58
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 Key Takeaways: Retirement can be a daunting prospect, with the uncertainty of how long your savings will last and the fear of running out of money. However, annu…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuity Doublers Gives Your Money Back Quicker When You Get Sicker: Shootin’ It Straight With Stan
7:54
7:54
Play later
Play later
Lists
Like
Liked
7:54
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 become eligible for enhanced payment if you are found to be unable to do the five daily functions of life. The additional value given in enhanced payments is subtracted d…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
David Blanchett: Retirement Income Investing in a Low-Yield World (TAM Classic)
48:33
48:33
Play later
Play later
Lists
Like
Liked
48:33
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 low yields Key Takeaways: In theory, people should be indifferent between spending down their portfolio and living off of it - but investors aren’t always r…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
There’s No ROI Until You Die With Lifetime Income Annuities: Shootin’ It Straight With Stan
5:59
5:59
Play later
Play later
Lists
Like
Liked
5:59
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 when buying annuities Key Takeaways: There are four primary annuity types providing lifetime income: Single Premium Immediate Annuities, Deferred Income Annuit…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How the Annuity Sausage Is Made: Shootin’ It Straight With Stan
11:20
11:20
Play later
Play later
Lists
Like
Liked
11:20
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: Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in annuity pricing is that annuity prices change based…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Roger Whitney: How To Rock Your Retirement (TAM Classic)
44:38
44:38
Play later
Play later
Lists
Like
Liked
44:38
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 Key Takeaways: There are two retirement crises: one is when people don’t have enough money to pay the bills when they can’t work anymore. The other crisis is for…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Perfect Annuity Does Not Exist: Shootin’ It Straight With Stan
8:55
8:55
Play later
Play later
Lists
Like
Liked
8:55
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 provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential to approach annuities with a clear understanding of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Cost of Waiting to Purchase an Annuity: Shootin’ It Straight With Stan
9:42
9:42
Play later
Play later
Lists
Like
Liked
9:42
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 annuities. Instead of trying to find the perfect moment, determine whether you actually need an annuity by asking yourself what you want the money to do and when you want…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Steve Parrish: Rational and Phased Retirement Planning (TAM Classic)
47:57
47:57
Play later
Play later
Lists
Like
Liked
47:57
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 plan Key Takeaways: Annuities are not an investment, it’s a form of insurance that makes investments even better. Address problems in advance while you st…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Always Reverse Engineer Annuity Income Quotes: Shootin’ It Straight With Stan
7:59
7:59
Play later
Play later
Lists
Like
Liked
7:59
In this episode, The Annuity Man discussed: Be strategic and efficient when purchasing annuities Reverse engineering annuity quotes Maximizing retirement income Key Takeaways: When it comes to purchasing annuities for retirement income, it's essential to be strategic and efficient with your money. This is why you should aim to use the least amount …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Keep Your Powder Dry Annuity Income Planning: Shootin' It Straight With Stan
8:47
8:47
Play later
Play later
Lists
Like
Liked
8:47
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: When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach annuities with strategies that allow for flexibility a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Gary Baker: The Growth of Group and Fee-Based Annuities
49:48
49:48
Play later
Play later
Lists
Like
Liked
49:48
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 date funds The widespread inclusion of lifetime income options How annuities can alleviate pressure on Social Security Key Takeaways: The retirement landscape …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
There’s NO Annuity Sweet Spot to Purchase: Shootin' It Straight With Stan
8:47
8:47
Play later
Play later
Lists
Like
Liked
8:47
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 annuities, as all types have contractual guarantees that should be analyzed. Remember that annuities are contracts, not investments. The perfect time to buy an annuity is…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Transfer Your Risk to Annuity Contractual Guarantees: Shootin' It Straight With Stan
8:47
8:47
Play later
Play later
Lists
Like
Liked
8:47
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, Income for life, Legacy, and Long-term care. There’s no G for growth, or R for Returns. If you want growth and returns, do not buy an annuity of any type. Annuities are b…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Jamie Hopkins: Retirement Planning And The Why That Makes You Cry (TAM Classic)
52:36
52:36
Play later
Play later
Lists
Like
Liked
52:36
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 money Key Takeaways: People often don’t care about optimal, people care about being happy. Giving people a good retirement experience, a Return On Sleep,…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
You Already Own At Least 2 Annuities: Shootin' It Straight With Stan
7:24
7:24
Play later
Play later
Lists
Like
Liked
7:24
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 adjust for inflation offered by the private sector have their initial payments drastically lowered to make up for the index increase. You don’t need to get that because yo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Get Your Annuity Income Ducks in a Row: Shootin' It Straight With Stan
11:56
11:56
Play later
Play later
Lists
Like
Liked
11:56
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 life, is the time that you need money hitting the bank account so that you can go live your life. This chapter is going to be all about you, about your lifestyle, and abo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Marcia Mantell: Cookin' Up Your Retirement Plan
52:02
52:02
Play later
Play later
Lists
Like
Liked
52:02
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 financial success in retirement The importance of creating an estate plan Key Takeaways: If you can’t explain a concept or product simply to somebody who doesn’t liv…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Your Retirement Plan Is Not an Annuity Game: Shootin' It Straight With Stan
12:46
12:46
Play later
Play later
Lists
Like
Liked
12:46
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 annuity industry who sell one product to every type of person. In most cases, the product they’re selling is the highest commission product. The annuity you buy has …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuity Decisions Should Be Simple & Contractual: Shootin' It Straight With Stan
12:59
12:59
Play later
Play later
Lists
Like
Liked
12:59
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 their contractual guarantees. Don’t buy an annuity for hypothetical, theoretical, back-tested returns. Don’t buy an annuity for the upfront bonus. Buy an annuity for wha…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Andy Panko: Financial Planning Demystified and Unemotional (TAM Classic)
52:26
52:26
Play later
Play later
Lists
Like
Liked
52:26
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 lottery ticket Key Takeaways: The work isn’t linear to the asset size; advisors shouldn’t make more money just because assets go up. In the same way, advisors shoul…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuities Will Do What You Contractually Need: Shootin' It Straight With Stan
10:10
10:10
Play later
Play later
Lists
Like
Liked
10:10
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 pitches, or back-tested returns. Do not buy the annuity dream because you're going to own the contractual reality. There’s no such thing as a “guaranteed and back-tested” r…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Don’t Buy Annuity Hypothetical Returns: Shootin' It Straight With Stan
14:05
14:05
Play later
Play later
Lists
Like
Liked
14:05
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 is “guaranteed and backtested” means that there is nothing guaranteed at all. Annuities are contracts, buy them for what they will do and not what they might do. Indexe…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Terry Savage: The Savage Truth For Your Money in 2024
53:42
53:42
Play later
Play later
Lists
Like
Liked
53:42
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 Takeaways: When you are in the accumulation phase, there should be no limitations at all on the upside. You’re better off focusing on accumulation during the 401k time…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuities Can Have Flexible Income Start Dates: Shootin' It Straight With Stan
11:07
11:07
Play later
Play later
Lists
Like
Liked
11:07
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 four lifetime income products: Single Premium Immediate Annuities, Deferred Income Annuities, Qualified Longevity Annuity Contracts, and Income Riders that can be attach…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Belt & Suspenders Annuity Strategies: Shootin' It Straight With Stan
13:11
13:11
Play later
Play later
Lists
Like
Liked
13:11
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 Key Takeaways: If you look at the state guaranty fund, each state has a specific rule in place to protect you and your money in case something happens to the carrier. Yo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning (TAM Classic)
50:13
50:13
Play later
Play later
Lists
Like
Liked
50:13
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 a good thing). Retirement blindspots to be aware of. Staying mindful of additional, variable costs in your spending plan. Bucket approach investing and p…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Exchange Your Income Rider for a SPIA: Shootin' It Straight With Stan
12:19
12:19
Play later
Play later
Lists
Like
Liked
12:19
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 to a SPIA Key Takeaways: The Income Rider is an attachment to a policy that guarantees a lifetime income stream but it’s a separate calculation from the accumulati…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Swallow the Seminar Food, NOT the Annuity Pitch: Shootin' It Straight With Stan
11:13
11:13
Play later
Play later
Lists
Like
Liked
11:13
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 get invited to an annuity “seminar”, then remember to swallow the food but not the pitch. Don’t be swayed by misleading terms and enticing promises. When it comes to an…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Chuck Jaffe: Top Money & Life Topics for 2024
55:36
55:36
Play later
Play later
Lists
Like
Liked
55:36
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 Key Takeaways: Politics don’t create the economy. There are a lot more factors that go into it than just who is in power. Economic forecasts sometimes become inacc…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Increase Your Annuity Income Floor as You Age: Shootin' It Straight With Stan
13:03
13:03
Play later
Play later
Lists
Like
Liked
13:03
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 your life, you have to do your own thing. Stop keeping score. You’ve already won the game, you already have enough money, so why are you still playing? It’s important to…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Annuity Income: Return OF or ON Your Money?: Shootin' It Straight With Stan
13:06
13:06
Play later
Play later
Lists
Like
Liked
13:06
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’t only for lifetime income, some products just protect the principal like a MYGA or a Fixed Annuity. With lifetime income, annuity companies are on the hook to pay a re…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Stan The Annuity Man: The Annuity Man Predictions for 2024
36:05
36:05
Play later
Play later
Lists
Like
Liked
36:05
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 income is priced primarily on your life expectancy and interest rates play a secondary role in pricing. Shop all carriers for the highest contractual guarantee, don’t gamble…
…
continue reading