Having Annuity Companies Buy Bonds for You

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. Now for the people that are listening to me on the podcast platforms, thank you so much, and I guess you could look at me on my Fun With Annuities YouTube channel to see my scruffy face.
Ted Benna: The Inside Scoop From The Founder Of The 401k

Ted Benna: The Inside Scoop From The Founder Of The 401k

There are not too many people that can say they changed the majority of American's lives for the better, and be able to show a dollar figure to prove it. Ted Benna is one of those unique people.
Annuity Examples: Lifetime Income Annuity Choices

Annuity Examples: Lifetime Income Annuity Choices

We're talking about lifetime income choices using annuities.
Does An Annuity Count As Income

Does An Annuity Count As Income

The topic is, does an annuity count as income?
You Already Own Two Annuities: Shootin' It Straight with Stan®

You Already Own Two Annuities: Shootin' It Straight with Stan®

Today's topic is you already own at least two annuities. You say, what? Wait. Stan, The Annuity Man®, I hate all annuities. I was told to hate all annuities. I was told that if I buy annuities, I should enter the gates of hell. Somebody told me that on TV or something to that effect. I disagree with you, Stan, The Annuity Man, person with no last name. I do not own any annuities.
Are Fixed Annuities a Good Idea

Are Fixed Annuities a Good Idea

Today's topic is one that I've done before, but I need to repeat myself so you will understand the eccentricities, the details, the specifics, all that good stuff. They're called facts about annuities. Today's topic is, are Fixed Annuities still a good idea? I think a bigger question is annuities a good idea?
Transfer 401k to Annuity: Should You?

Transfer 401k to Annuity: Should You?

With over 10,000 baby boomers reaching retirement age every single day, many of these retiring workers are asking questions like “Can I move my 401k without penalty?” and “Should I transfer my 401k to an annuity.” Both are questions that involve a 401k rollover strategy.
How Do Annuities Work At Death

How Do Annuities Work At Death

Do annuities work at death? Are there annuities where if you begin to take income or annuitize and then you suddenly pass away that "the bad insurance company" will keep your principal? If so, under what circumstances?What that question is referring to is a structure called life only.
Your CPA Is Not Your Financial Advisor: Shootin' It Straight with Stan®

Your CPA Is Not Your Financial Advisor: Shootin' It Straight with Stan®

Today's topic is a good one. It's your CPA is not your financial advisor. I got a call the other day, and this is not a unicorn call. I get these all of the time. The lady that called me was, unfortunately, just widowed.
Payout Rates vs Interest Rates: Shootin' It Straight with Stan®

Payout Rates vs Interest Rates: Shootin' It Straight with Stan®

Today's topic is payout rates versus interest rates. This is a big one. I recently did a talk on this to a large audience, and I thought I would bring it to you on my Shooting it Straight with Stan videos so you can hear it. There's a lot of confusion on this in the annuity world, payout rate, interest rate.
Annuity Examples: What Not to Buy in 2022

Annuity Examples: What Not to Buy in 2022

I’m about to tell you what not to buy in the Annuity life insurance space in 2022 or what to be on the lookout for because the sales pitches are flawed.
Inverted Annuity Yield Curve: Shootin' It Straight with Stan

Inverted Annuity Yield Curve: Shootin' It Straight with Stan®

Today's topic is the inverted annuity yield curve. Now, CNBC, Fox Business, and everybody in the newspapers and the Wall Street Journal are just writing these articles about the inverted yield curve. What is that?
Annuity Comparison: Lump Sum vs Reverse Engineer

Annuity Comparison: Lump Sum vs Reverse Engineer

Let's talk about getting quotes on my site, reverse engineering the quote, or lump sum.
CBDC - Central Bank Digital Currency: Shootin' It Straight with Stan

CBDC - Central Bank Digital Currency: Shootin' It Straight with Stan®

Today's topic is a good one. I got to read from it because it just popped the other day. I've got to talk about that because I've been talking about it before, but it didn't have an acronym, and now it has an acronym, and that's cool. I like acronyms like PILL, principal protection, income for life, legacy, and long-term care.
Charles Rotblut: What Individual Investors Need To Succeed

Charles Rotblut: What Individual Investors Need To Succeed

Charles Rotblut is a Vice President and Financial Analyst at the American Association of Individual Investors (AAII) and the editor of the AAII Journal. He is also the creator of the PRISM Wealth-Building Process.