Not Your Average Financial Podcast™

Episode 80: Even If You Run Out of Money… Never Run Out of Income.


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In this episode, we ask:

  • Is it a good idea to purchase an annuity?
  • What did Barron’s say about annuities?
  • What changes do newer annuities offer?
  • Can a younger person purchase an annuity?
  • What did Jack Bogle say?
  • Are you ready for jargon?
  • What is an immediate annuity?
  • What did Mark see at the Oriental Museum at the University of Chicago?
  • What problems do immediate annuities solve?
  • Can you still lose money with bonds?
  • How can you get protected income in retirement?
  • How do annuities work with a Bank on Yourself type policy?
  • What are the tradeoffs of an annuity?
  • What did Oscar Wilde say?
  • What is a deferred annuity?
  • Can 401(k)s give an income guarantee?
  • Can an annuity give an income guarantee?
  • What is a fixed annuity?
  • What is a fixed rate of return?
  • What is an indexed annuity?
  • How does the market affect an indexed annuity?
  • Are you putting money into the stock market with an indexed annuity?
  • What is a fixed indexed annuity with an income rider?
  • What is a variable annuity?
  • Are you putting money into the stock market with a variable annuity?
  • What fees are involved with a variable annuity?
  • Why would you want an annuity?
  • What do you want the money to do for you?
  • Would you like to book an appointment with us?
  • What questions should you ask yourself?
  • How do you feel protected income for life?
  • What other options are there for protected income for life?
  • Would you like your money protected against market loss?
  • What did Warren Buffet say?
  • Do you want your money to be tax deferred?
  • What about other taxable accounts?
  • Do you want access to your money under your control?
  • ...more
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