In this episode, The Annuity Man discussed: 

• Retirement planning essentials 

• Achieving financial security in retirement 

• Determining a lifestyle number 

 

Key Takeaways: 

• Lifestyle income guarantees are crucial for retirement planning, allowing retirees to live their desired lifestyle without worrying about market fluctuations or economic uncertainties.

• Annuities are the only financial products that can provide contractually guaranteed lifetime income, which can be combined with other sources like Social Security and pensions to achieve financial security.

• It's important to determine a "lifestyle number" - the monthly income needed to live comfortably and enjoy retirement, beyond just covering basic expenses. A combination of financial products can be used to achieve this lifestyle income guarantee.

 

"At the end of the day, it's about your lifestyle. It's about living chapter two of your life, and checking off all those boxes and making sure that you maximize every single day and be happy about it every day." —  Stan The Annuity Man. 

 

Connect with The Annuity Man: 

Website: http://theannuityman.com/ 

Email: [email protected] 

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g 

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!