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Artwork for "Fun With Annuities" The Annuity Man Podcast

"Fun With Annuities" The Annuity Man Podcast

The Annuity Man
Annuities
Retirement Planning
Social Security
Retirement Income Investing
Annuity Doublers
Principal Protection
Guaranteed Income
Low-Yield Environment
Income For Life
Lifetime Income
Contractual Guarantees
Behavioral Finance
Legacy Planning
Longevity Risk
Financial Advice
Market Trends
Financial Planning
Income Planning
ROI
Cognitive Decline

Fun With Annuities® Podcast is hosted by America's Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It's fun, learning the contractual truths on how annuities actually work and if they'll fit your personal retirement ... more

PublishesWeeklyEpisodes394Founded6 years ago
Number of ListenersCategories
InvestingBusinessCoursesEducation

Listen to this Podcast

Artwork for "Fun With Annuities" The Annuity Man Podcast

Latest Episodes

In this episode, The Annuity Man discussed:

• Anticipating AI-driven longevity shifts

• Understanding how annuities are truly priced

• Locking in today's assumptions before they change

• Choosing guarantees and carriers with intention

more

In this episode, The Annuity Man discussed:

• Understanding MYGAs as CD alternatives

• Using tax deferral to improve long-term growth

• Extending deferral through strategic rollovers

• Evaluating liquidity and fit

Key Takeaways:

... more

In this episode, The Annuity Man and Tom Hegna discuss:

• Saying no to DIY retirement

• What is the right age for retirement is

• How annuity addresses inflation

• Securing guaranteed lifetime income with annuities

Key Takeaways:

... more

YouTube

In this episode, The Annuity Man discussed:

• Giving while you're alive to create a meaningful impact

• Letting background inform legacy decisions

• Balancing support with personal responsibility

• Building a living legacy through inten... more

Key Facts

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Recent Guests

Moshe Milevsky
Tenured professor of business finance, published author, and well-known consultant
York University
Episode: Moshe Milevsky: Learning from History with Annuities (From the Vault)
Rick Ferri
Retired fighter pilot, former stockbroker, adjunct college professor, and financial advisor
Episode: Rick Ferri: Core-4 Portfolios for Simplistic Success (From the Vault)
John Lenz
Annuity Architect and expert in the annuity space
Episode: Swap Your Income Rider for a SPIA: Shootin' It Straight With Stan
Jack Lenenberg
Owner and CEO of LTC Partner
LTC Partner
Episode: Jack Lenenberg: New LTC Product to Disrupt the Industry
Michael Finca
Smart voice in the annuity industry, known for his insights on income automation
Episode: Automate Your Income: Shootin' It Straight With Stan
Sheryl Garrett
Co-founder of Garrett Investment Advisors, aka CGN Advisors, and pioneer of fee-only financial planning.
Garrett Planning Network
Episode: Sheryl Garrett: Financial Planning On YOUR Terms
Jason Fichtner
Vice President and Chief Economist of the Bipartisan Policy Center
Bipartisan Policy Center
Episode: Jason Fichtner: Understanding A Changing Retirement Landscape (TAM Classic)
John Olsen
Annuity expert, author, and educator
Olsen Annuity Education
Episode: John Olsen: Annuity Royalty Shares Wisdom (TAM Classic)
Roger Whitney
Financial advisor and host of The Retirement Answer Man podcast
Episode: Roger Whitney: How To Rock Your Retirement (TAM Classic)

Host

Stan The Annuity Man
Host and America's Annuity Agent, licensed in all 50 states; focuses on providing clear and factual advice on annuities without sales pitches.

Reviews

4.5 out of 5 stars from 61 ratings
  • Best insight on annuities

    This is the best podcast for selecting an annuity.

    Apple Podcasts
    5
    Interested bystander
    United Statesa month ago
  • Best insight on annuities

    This is the best podcast for selecting an annuity. What will happen if Musk eliminates Social Securty? You often refer to SS as the most important annuity on the planet.

    Apple Podcasts
    5
    Interested bystander
    United Statesa year ago
  • Best insight on annuities

    You need a couple of podcasts outlining strategies for dealing with inflation. This is the best podcast for selecting an annuity.

    Apple Podcasts
    5
    Interested bystander
    United Statesa year ago
  • Best insight on annuities

    Great content. The go to podcast for information on how to select guaranteed income. But some his guests are too weird and he goes down the rabbit hole with them (Michael Parlato).

    Apple Podcasts
    4
    Interested bystander
    United States2 years ago
  • Excellent, clear and very pertinent information

    Stan the annuity man really gives a very clear and pertinent information and has wonderful guests that do the same. It’s the authentic and trustworthy discussions and explanations that make this a great podcast.

    Apple Podcasts
    5
    BCMusicLover
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Comments highlight the entertaining style that makes complex financial topics accessible to the general public.
Listeners appreciate the clarity and straightforwardness of the information provided, valuing honesty and practical insights on annuity selection.
Some feedback suggests a desire for more engaging guest content, though most listeners enjoy the solo insights of the host.

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Talking Points

Recent interactions between the hosts and their guests.

Moshe Milevsky: Learning from History with Annuities (From the Vault)
Q: What can the industry do to clarify the annuity message?
There's a need for a public campaign to simplify everything about annuities and clarify what they offer, much like nutritional labels for food products.
Moshe Milevsky: Learning from History with Annuities (From the Vault)
Q: How has the annuity industry done such a poor job on messaging?
Milevsky argues that confusion over the term 'annuity' and historical issues like high commissions have marred public perception; the market has not effectively communicated the benefits of annuities.
Moshe Milevsky: Learning from History with Annuities (From the Vault)
Q: How did you land in the annuity space?
Milevsky became interested in annuities due to personal experiences with longevity risk, influenced by the differing lifespans of his father and grandfather.
Tom Hegna: Don't Worry, Retire Happy! (From the Vault)
Q: What do you want your money to do for you while you're alive?
It should provide you with guaranteed income and mitigate the risk of longevity.
Rick Ferri: Core-4 Portfolios for Simplistic Success (From the Vault)
Q: Can you discuss the current environment and what people, you know the fears people have?
Rick emphasizes that investing does not come without risk, and advises maintaining a consistent long-term strategy amidst market fluctuations.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Content primarily revolves around demystifying annuities and providing practical advice related to various types and strategies of annuities. The discussions focus on the realities of annuities, delving into topics such as multi-year guarantee annuities (MIGAs), single premium immediate annuities (SPIAs), and the implications of political events on annuity markets. Notably, the host emphasizes clarity and understanding in financial decision-making, often critiquing common misconceptions and sales tactics in the annuity space. With a blend of insightful commentary and humor, the content aims to empower listeners to make informed retirement decisions that align with their personal goals and lifestyles.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Retirement and IRA Show
2. Retirement Planning Education, with Andy Panko
3. Retirement Answer Man
4. Retirement Starts Today
5. Stay Wealthy Retirement Podcast

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 394 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Moshe Milevsky
2. Rick Ferri
3. John Lenz
4. Jack Lenenberg
5. Michael Finca
6. Sheryl Garrett
7. Jason Fichtner
8. John Olsen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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