Notable Guests
CB
Christine Benz
1x
MF
Michael Finke
1x
MM
Moshe Milevsky
1x
RF
Rick Ferri
1x
SM
Stan The Annuity Man
1x
TS
Terry Savage
1x
TH
Tom Hegna
1x
WP
Wade Pfau
1x
Recent Episodes
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Stock market highs and AI-driven euphoria create risk.
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Timing annuities is a losing game; focus on contractual guarantees for retirement income.
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Discussed scarcity mindset and emotional money scars from early struggles.
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Explained how annuity income riders are designed for carrier stickiness.
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Stressed that guaranteed income annuities should be simple and predictable.
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Introduced the 'Golden Goose' concept of annuity industry reputation.
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Provided links to listen on various podcast platforms.
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Annuities are gaining popularity nationwide.
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Annuities offer guaranteed income for life, protecting against market volatility.
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Stan discusses decreasing income rider teaser rates on annuities.
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Annuities can have annual fees instead of commissions.
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Lifetime income is the ultimate goal for retirement.
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Required Minimum Distributions (RMDs) function like forced annuities.
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Discuss the potential impact of Artificial Intelligence on annuities.
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Tom Hegna emphasizes not 'DIYing' retirement.
Tom Hegna
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Christine Benz discusses retirement portfolio blind spots.
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Terry Savage defines 'chicken money' as essential savings.
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Michael Finke explains why annuities are attractive now.
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Moshe Milevsky connects ancient tontines to modern annuities.
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Rick Ferri advocates for simple 'Core-4' portfolios.
Rick Ferri