Best The Annuity Man Podcasts (2024)

1
There’s NO Annuity Sweet Spot to Purchase: Shootin' It Straight With Stan 8:47

6h ago8:47

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…

1
PPR 219 Man on the Street Deal of The Week 12:42

1h ago12:42

12:42

Information presented is for educational purposes only and is not intended for solicitation, sale or purchase of any security or financial product. Investments involves risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial adviser and your tax professional before implementing any strategy discussed…

1
PPR 220_ Self Directed IRA & Living Trust Fail 35:38

2h ago35:38

35:38

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 221 Vlog Living Trust Mistakes to Avoid 12:40

22m ago12:40

12:40

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 222_Reverse Mortgage 101 with Pete Tentler 43:41

3h ago43:41

43:41

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 223_Tax Scheme Nightmare & Buying a Tesla 40:42

4h ago40:42

40:42

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 224_Big Tax Mistakes for Beneficiaries 31:37

1h ago31:37

31:37

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 225_The Retirement Truth of Indexed Universal Life. 45:32

2h ago45:32

45:32

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 226_ C19-Focus on What Matters Most 34:34

1h ago34:34

34:34

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 228_Retirement Planning Back to Basics 36:22

5h ago36:22

36:22

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
Transfer Your Risk to Annuity Contractual Guarantees: Shootin' It Straight With Stan 8:47

1h ago8:47

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…

1
PPR 229_Being Essential in the Age of Corona Virus 19:23

5h ago19:23

19:23

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
Jamie Hopkins: Retirement Planning And The Why That Makes You Cry (TAM Classic) 52:36

12h ago52:36

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,…

1
PPR 237 Secure Act Kills Stretch IRA 47:01

2d ago47:01

47:01

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 239_ Understanding Estate Plans Wills & Trusts 43:42

4d ago43:42

43:42

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR VLOG 241- Uncomfortable Conversations with Mom & Dad 24:35

4d ago24:35

24:35

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR VLOG 242 - How Financial Planners Get Paid 31:28

5d ago31:28

31:28

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 246 Retirement Impact of Election 27:13

6d ago27:13

27:13

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
You Already Own At Least 2 Annuities: Shootin' It Straight With Stan 7:24

7d ago7:24

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…

1
PPR 252 Financial Planning Charity Case 8:56

15d ago8:56

8:56

Don't fall for the "your account does not meet our minimum but because your friend referred you, we will make an exception" sales pitch! Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits an…

1
PPR 252 Deal of The Week - George Clooney Took My Lead 8:11

8d ago8:11

8:11

George Clooney recently revealed that he has something in common with The Income Engineer! Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as …

1
PPR 252: Quick Take - Credit is Best Served Cold 4:10

12d ago4:10

4:10

Credit monitoring services are good but freezing your credit is the ultimate way to stop identity fraud. Best of all - it's FREE. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to the death of private pensions, the devaluation of Social Security benefits and other…

1
PPR 252 Quick Take-CREDIT IS BEST SERVED FROZEN THIS HOLIDAY SEASON! 4:10

18d ago4:10

4:10

No one can prevent identity theft including the credit security agencies that charge big money to monitor your credit. Fortunately, there is a super easy way to protect your identity and best of all, IT'S FREEEE. Freeze your credit today and make sure no one can steal your identity. Thanks to the death of private pensions, the devaluation of Social…

1
PPR 252 DO THE MATH - FEES MATTER 8:38

19d ago8:38

8:38

Wall Street would love it if you don't ask this question - what is the actual difference between a 1.5% and .95% fee? It is NOT simply .55 percent. When you look more closely and do the math, you will find out that it is actually FIFTY EIGHT 58% difference. Thanks to the death of private pensions, the devaluation of Social Security benefits and oth…

1
PPR 253 FOUR FROGS ON A LOG 2:49

12d ago2:49

2:49

At some point, I think we have all been guilty of deciding to take action or committing to make a change and failing to act. Unless we actually get off the log, we never move forward. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, Am…

1
PPR 253 The LLC Protection Myth Music Edition 7:18

13d ago7:18

7:18

Understanding Inside Out vs Outside In Liability is the key to property Asset Protection So , I want to share a quick visual with you if you're not watching this on Get an LLC you got to protect yourself and you do this you take your. Rental real estate and you put it in your LLC and you think ah. Optimizing Retirement income and protecting your le…

1
Get Your Annuity Income Ducks in a Row: Shootin' It Straight With Stan 11:56

14d ago11:56

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…

1
PPR 253 Watch Your Step - Life Insurance by Default 9:36

14d ago9:36

9:36

Millions of Americans are blessed to still have a pension to look forward too in retirement. What they don't realize is that there may be a big life insurance premium embeded in their retirement income decision. Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. Thanks to th…

1
Marcia Mantell: Cookin' Up Your Retirement Plan 52:02

15d ago52:02

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…

1
PPR 253 Deal of The Week - Patience Pays 9:58

15d ago9:58

9:58

A friend of mine came to my car show recently in a "new" BMW M3. He had always talked about wanting an M3 so I was excited for him when he pulled in. The car was beautiful and had all the options he had always wanted. I asked him what he loved most about it, what it the horsepower, the carbon fiber, the technology? NO, he loved the price. He purcha…

1
PPR 254: After The Accident 10:50

24d ago10:50

10:50

Optimizing retirement income doesn't happen with a product like investments, life insurance, 401k, real estate or annuities. None of these things by themselves will help you maximize retirement income. You must have an integrated approach that balances the economics of retirement accumulation and retirement income. I am pulling back the kimono on o…

1
PPR 254 WYS - Prop 19 is That Bad 6:24

17d ago6:24

6:24

Just when you thought California could not do more to make people want to move to another state - we pass Proposition 19. In my humble opinion, Prop 19 is one of the worst tax grab I have seen. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased…

1
PPR 256: WPTV - Family Foundations Hidden in Plain Site 10:25

18d ago10:25

10:25

The moral of the story is "The Rich Don't Pay Taxes" like everyone else because they work with teams like mine. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Per…

1
PPR 256: Deal of The Week - Wardrobe Malfunction 13:42

19d ago13:42

13:42

Our economy is consumer driven which means that without people spending money on consumable and disposable things, the economy grinds to a halt. We have been conditioned not to associate or compare consumer purchases with investments. I meet people all the time who are proud of their 20% return on their real estate investment but they don't recogni…

1
PPR 256: Quick - Take Financial Literacy 8:30

20d ago8:30

8:30

According to a 2020 KeyBank Financial Wellness Survey, 75% of Americans consider themselves financially savvy, but 36% don’t know how, or prefer not, to answer basic financial literacy questions. We need to keep learning and teaching the next generation. Wall Street drives much of the financial marketing and education machine. Ask questions and don…

1
Your Retirement Plan Is Not an Annuity Game: Shootin' It Straight With Stan 12:46

29d ago12:46

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 …

1
PPR 256: WYS- Call Center Life Insurance 12:34

21d ago12:34

12:34

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
PPR 257: WPTV - Sweeping Tax Law Changes 7:09

23d ago7:09

7:09

If you have not noticed, we have a new resident at 1600 Pennsylvania Ave in DC and he is burning through executive order ink faster than anyone in history. Politics aside, now is the time to schedule a strategy session with the team at Barth Calderon. All we know for sure is that big changes are coming and the future favors those who are prepared. …

1
PPR 257: Deal of The Week - Boating Fail 11:36

24d ago11:36

11:36

I find it ironic that certain people like to brag about their investment prowess or boast about their success in business at the same time they make horrible financial decisions with how they spend their money. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflat…

1
PPR 257: Quick Take - Come on MAN! 5:46

25d ago5:46

5:46

How many times do I need to say this before I stop getting the same terrible phone call? COME ON MAN! Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pens…

1
PPR 257: WYS - Father Admits he Was Wrong 8:25

26d ago8:25

8:25

The father of the 4% Rule emerges from his golf course retirement home to say he was wrong. For years, Wall Street has told us that the 4% rule for retirement income planning is gospel. Of course, we know that the 4% rule has not worked out too well in recent years. Now we hear from the creator and he admits his error but it's not what you think. T…

1
PPR 258: DOW-Buying a Plane 11:08

27d ago11:08

11:08

What is the the only thing more costly then buying and maintaining a private boat? Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focus…

1
Annuity Decisions Should Be Simple & Contractual: Shootin' It Straight With Stan 12:59

1M ago12:59

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…

1
PPR 258 Quick Take - Wall Street Battle Royale 11:00

28d ago11:00

11:00

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…

1
Andy Panko: Financial Planning Demystified and Unemotional (TAM Classic) 52:26

1M ago52:26

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…

1
PPR 258: WYS-Buying a Home at Age 25 16:00

29d ago16:00

16:00

Listener Ralph asked whether it is financially smart for him to consider buying a home at the younge age of 25. What kind of mortgage should he use and how much down payment should he plan for? Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased…

1
PPR 258 Wptv False Sense Of Security 11:02

1M ago11:02

11:02

Time and time again, we see companies and their owners operating under a false sense of S-Corp or LLC security. Understanding inside AND outside liability is the key to building the right protection around the Golden Goose. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors s…

1
PPR 259 DOW Wheels are Expensive! 9:24

1M ago9:24

9:24

I'm a crazy car guy so don't take this the wrong way. I love it when the wheels on a car are perfectly matched to the car; however, custom wheels on a car have got to be one of the most financially crazy things I see everywhere. There is no such thing as investing in good or great wheels for your car or truck. No matter what you pay for your fancy …

1
PPR 259 DIY Fail Inherited Property Mistake 8:38

1M ago8:38

8:38

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…

1
PPR 259 Just Say No to Wall Street 10:32

1M ago10:32

10:32

AT THE END OF A RECENT CALL WITH ONE OF MY CLIENTS, I ASKED IF THERE WAS ANYTHING ON THEIR MIND. THEY SAID, "FUNNY YOU SHOULD ASK, WE WERE WONDERING IF YOU WOULD BE WILLING TO WORK WITH OUR SON" FULL DETAILS ARE IMPORTANT. THEIR SON HAD DONE A GREAT JOB AND SAVED UP OVER $250,000 BY AGE 30. HE HAS A GREAT JOB BUT HIS BIGGEST DESIRE IS TO GET INTO T…

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