Not Your Average Financial Podcast™

Episode 212: The Coming Revolution in Lifetime Income

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In this episode, we ask:

  • Would you like to join us for a one-day summit on October 9, 2021? Scroll down for access!
  • Would you like to read the founder of Bank on Yourself®, Pamela Yellen’s guaranteed lifetime income report?
  • Would you like to reach out to us and we’ll send it to you?
  • What about retirement?
  • What did William Sharpe say?
  • How will you plan?
  • How long will your money need to last?
  • Do you have a backup plan?
  • What has changed over the generations?
  • Is this a new problem?
  • What is an annuity?
  • What are the guarantees?
  • What is the value?
  • How are annuities protective?
  • What is the only true form of retirement security?
  • What is the Lindy effect?
  • Which will be here longer: the book or the digital book?
  • What about the news?
  • What about gold?
  • What about annuities?
  • How far back do annuities go back?
  • What happened in 1759?
  • How can one receive a guaranteed lifetime income from an annuity?
  • What about a lifetime income rider?
  • What about an example?
  • What about income with increases?
  • What about contracts?
  • What are options for spouses?
  • What is a joint life payout?
  • What happens upon death?
  • Would you like to meet with Mark?
  • How will your money grow?
  • What about tax?
  • What is a thing of beauty?
  • What about rollovers and transfers?
  • Would you like a few examples?
  • What about tax deferral?
  • What about long term savings purposes?
  • What about surrender charges?
  • What about liquidity?
  • What is a surrender period?
  • What about penalties?
  • What about surrender-free withdrawals?
  • What about penalty-free withdrawals?
  • What about a long-term income play?
  • What about emergencies?
  • What about surrender charges on CDs?
  • What about brokerage surrender charges?
  • What did Richard Thaler say?
  • What about solving your own retirement problems?
  • Who will you work with?
  • Are they qualified?
  • Are they competent?
  • Do they understand how to help you?
  • Would you like to work with us?
  • Would you like Pamela Yellen’s full report?
  • How will you get to your goals?

    •  

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