Financial Advice: Racism & The Classism Crisis: Shootin' It Straight with Stan

I'm talking about advisors targeting people for their skin color or their working-class situation and if they're not up on all things financial. It's driving me crazy.  >> READ MORE

Replay: Live Q&A - Income Planning Tools For Retirement May 2022

Recorded: Saturday, May 14 at 12 p.m. EST. Stan The Annuity Man kicked off the Live Q&A discussing income planning tools for retirement.  >> READ MORE

Getting Retirement Cash Flow From SPIAs

Let's talk about Single Premium Immediate Annuities, acronym SPIA, S-P-I-A, the oldest annuity type.  >> READ MORE

How To Buy an Annuity: What You Need To Know

Let's talk about how to buy an annuity. First of all, you might not need an annuity. Oh, spoiler. Huh?  >> READ MORE

Squeezing Annuity Yield: Shootin' It Straight with Stan

Just like squeezing a fresh juicy orange we're gonna talk about squeezing annuity yields in today's Shootin' It Straight with Stan. Check it out to understand the metaphor.  >> READ MORE

Fixed Indexed Annuities Explained

What is a Fixed Indexed Annuity? It's simple; it’s a fixed annuity. It's regulated at the state level but an FIA Fixed Indexed Annuity. F-I-A is the acronym introduced in 1995 to compete with CD returns.  >> READ MORE

3 Big Retirement Withdrawal Mistakes

So what are the three big retirement withdrawal mistakes? Let's go through them quickly, and then I'm going to dig in  >> READ MORE

Having Annuity Companies Buy Bonds for You: Shootin' It Straight with Stan

Today's topic is unique, and when I told my CEO, She was like, "I don't know about that one." The topic is having annuity companies buy bonds for you.  >> READ MORE

Annuity Examples: Lifetime Income Annuity Choices

We're talking about lifetime income choices using annuities. You're already a member of the annuity income family. You're aware of it.  >> READ MORE

Does An Annuity Count As Income

If an annuity is your only source of income, does it count for purposes of accruing a social security benefit, or is annuity income excluded?  >> READ MORE