Not Your Average Financial Podcast™

Episode 415: What’s Next for Annuities? New Solutions for Savvy Savers

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In this episode, we ask:

  • Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?
  • What are the three musicians?
  • How are annuities like Weird Al Yankovic?
  • What are annuities, anyways?
  • How much income do you want a year?
  • What are fixed indexed annuities?
  • What’s the catch?
  • What’s the upside?
  • What’s enhanced flexibility with withdrawals?
  • What’s a great feature for dealing with unexpected expenses?
  • How about an example?
  • What about new calculation methods?
  • What about the highest daily value method?
  • What about the performance trigger method?
  • What if you can have your cake and eat it too?
  • What about the income flexibility benefit?
  • Why are these features coming online now?
  • Who is not the right fit for an annuity?
  • What are the takeaways?

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