Is An Annuity A Good Investment For An Elderly Person

Is An Annuity A Good Investment For An Elderly Person

So, is an annuity a good investment for an older person, a retiree, a senior citizen, a World War II generation? This is a big-time serious topic. And I'm going to go through it in detail so that you can make a good decision, whether it's you out there making the decision for yourself, or you're making a decision for your mom or dad or somebody like that.
Why Not to Buy an Annuity: Top 5 Reasons

Why Not to Buy an Annuity: Top 5 Reasons

The five reasons not to buy an annuity. Really? Yeah. Not everybody needs an annuity. Every single video/ article out there has "five reasons to buy an annuity"
067 Bradley Birkenfeld: Whistleblower Still Exposing Corruption and Creating a Better System

067 Bradley Birkenfeld: Whistleblower Still Exposing Corruption and Creating a Better System

July 30th is National Whistleblower Day, so it is with incredible pleasure that we have Bradley Birkenfeld, the most influential financial whistleblower of all time, as #67 celebrity co-host this week.
How Do I Know if My Annuity Is Qualified

How To Know if Your Annuity Is Qualified

Let’s start by explaining what a qualified annuity is exactly. It's an annuity where you've used funds that has not been taxed like your traditional IRA, which leads me to a little bit of a rant. I get very sick and tired of stock-type advisors, fee-only advisors, and people who don't know our darn thing about annuities saying to never put an annuity inside of an IRA.
What Are The Disadvantages Of Investing In An Annuity

What Are The Disadvantages Of Investing In An Annuity

As I’ve said before, you just can't say annuity because there's many annuity types, so it really comes down to the type of annuity that you either own or you're considering owning. The biggest thing with annuities is the fact that annuities are contracts, they're not investments with contractual guarantees.
How To Use Annuities To Strengthen Your Portfolio

How To Use Annuities To Strengthen Your Portfolio

A question I get asked often is, what percentage of your portfolio should be in annuities? Really good question but there are no perfect answers. And if anyone's giving you a percentage, they have no clue what they're talking about.
How To Get The Most Of Your Inherited Annuity

How To Get The Most Of Your Inherited Annuity

A lot of people are calling me because they've inherited an annuity. Let’s cover some of the recent laws that affect inherited annuities and what you need to know so you can make an informed decision on your terms and on your timeframe.Okay. Inherited annuity. So you're a non-spouse. Let's talk about if you're just a non-spouse and you've inherited the annuity...
Maximizing Your Investments With Fixed Indexed Annuities

Maximizing Your Investments With Fixed Indexed Annuities

“Got guarantees?” should be the annuity industry's mantra to words because that's what they are. They're contractual guarantees. They're transfer of risk products, period. If you're a living, breathing, human-being with a bank account, then you're probably going to get pitched an indexed annuity by somebody because it's a good story.
Independent Annuity Advice With No Sales Pitches

Independent Annuity Advice With No Sales Pitches

Are you tired of being fed annuity advice with underlying sales pitches? Let us walk you through what to look for to create a retirement plan that works the best for your specific situation.What are the four types of annuities?
061: John Lenz The Annuity Mechanic Thinks Outside The Box

061: John Lenz The Annuity Mechanic Thinks Outside The Box

Can we swear on this channel? This week's Fun With Annuities podcast wastes zero time getting down to brass tacks on real-life situations with lifetime income planning for yourself and beneficiaries.
Don’t Miss The Mark On Long-Term Care Annuities

Don’t Miss The Mark On Long-Term Care Annuities

So what is a long-term care annuity? There are two types of long-term care annuities. The first type of long-term care gives coverage for you and your spouse or partner, including health insurance products that provide coverage.
Mastering Your Pension Plan

Mastering Your Pension Plan

A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer, how they work and how they've set things up, whether you can add your spouse or partner to that lifetime income stream. It all depends on who you're working for and who your employer was.
Creating A Master Plan For Your Inherited Annuity

Creating A Master Plan For Your Inherited Annuity

There are many misconceptions concerning Inherited Annuities. Make sure you’re informed enough to avoid making costly mistakes. Can you cash out an inherited annuity? If you're the beneficiary of an annuity owner, you have the opportunity with most policies, not all, to cash it out.
059: FIA Insider Wears Mask to Protect Identity and Share Industry Secrets

059: FIA Insider Wears Mask to Protect Identity and Share Industry Secrets

I know every week, I'm out here gushing how awesome the celebrity co-host is, but THIS guy is a "can't fricken' believe he agreed to do this" kinda score.
Are You Keeping Up With The Average Retirement Income

Are You Keeping Up With The Average Retirement Income?

Don’t let life catch up to you too fast. Let us help you make sure your retirement savings plan is prepared so your income can be the way you want it, without any hidden surprises. What is the average income of the average retiree?