
Podcast
May 24, 2022
Heather Schreiber: Social Security Hacks & Insider Secrets
When it comes to knowing the ins and outs of Social Security, Heather Schreiber is in a league of her own. She is the go-to source for the financial services industry to train advisors on the fiduciary approach to advising clients on how to maximize Social Security for each specific situation.

Article
May 23, 2022
Are Roth IRA Annuity payments taxed?
Let's talk about Roth IRAs and my take on Roth IRAs. Are the payments taxed? In a perfect world, where unicorns do chase the butterflies, Roth IRAs, in my opinion, should be used for non-annuity assets. You've already paid the taxes on the Roth.

Shootin’ It Straight with Stan®
May 18, 2022
Financial Advice: Racism & The Classism Crisis: Shootin' It Straight with Stan®
The topic of today is the financial advice, racism, and classism crisis. 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.

Article
May 16, 2022
Getting Retirement Cash Flow From SPIAs
Let's talk about Single Premium Immediate Annuities, acronym SPIA, S-P-I-A, the oldest annuity type. They were introduced in the Rotimes as a pension gift, a lifetime income stream gift to the dutiful Roman soldiers and their families for laying it on the line for the empire.

Article
May 12, 2022
How To Buy an Annuity: What You Need To Know
Today's topic is how to buy an annuity, which is a broad topic. I will talk about the industry a little bit and where I see things going.All right. Let's talk about how to buy an annuity. First of all, you might not need an annuity. Oh, spoiler. Huh? How about that from the number one annuity agent in the country?

Shootin’ It Straight with Stan®
May 11, 2022
Squeezing Annuity Yield: Shootin' It Straight with Stan®
The topic is squeezing annuity yield. I want you to close your eyes and envision that you were in an orange grove in the state of Florida, and you pick the orange of the tree, you cut into it, and you hold it over your head, a foot away from your mouth, and you squeeze, squeeze that wonderful orange juice into your mouth.

Shootin’ It Straight with Stan®
May 4, 2022
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.

Shootin’ It Straight with Stan®
April 26, 2022
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.

Article
April 25, 2022
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?

Article
April 22, 2022
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.

Article
April 21, 2022
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.
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