Not Your Average Financial Podcast™

Episode 211: Annuity Myths Exposed

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In this episode, we ask:

  • Would you like to join us on Saturday, October 9, 2021 for the Inaugural Not Your Average Financial Summit? Join the Not Your Average Community to learn more!
  • What about the fees on annuities?
  • What about Dave Ramsey, Ken Fisher and Suze Orman?
  • What about transferring risk?
  • What about buying a guarantee that you will never run out of money?
  • How about an example?
  • What about commissions?
  • What would the investment advisor earn on assets under management (AUM)?
  • What are the fees on AUM?
  • Do these fees seem reasonable?
  • What offers a predictable income?
  • What about annuities and liquidity?
  • What about deferred annuities?
  • What about liquidity provisions?
  • What about 10% withdrawal amounts?
  • What about surrender charges?
  • What about the cumulative amount provisions?
  • Would you like another example?
  • What is the 3% rule?
  • How could you generate more income in retirement without extra work?
  • What about interest rates?
  • What about Wade Pfau’s paper in Forbes Magazine?
  • What do annuities rely upon?
  • What are mortality credits?
  • What sort of guarantees come with annuities?
  • What about the law of large numbers?
  • What about pricing out mortality?
  • What about youth?
  • What about a familial tendency toward premature death?
  • What about payments to family members?
  • What about old-fashioned annuities?
  • What about giving up control?
  • What about gaining control over longevity risk?
  • What about gaining control over a deflationary economy?
  • What about gaining control over market risk?
  • What about gaining control over sequence of returns risk?
  • What happens if…?
  • What about bonds?
  • What are the three phases of wealth building?
  • What about protecting money when the market goes up?
  • What about distributing wealth?
  • What about protecting wealth from creditors and predators?

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