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.
Understanding Annuity Payout Options: Shootin' It Straight with Stan®

Understanding Annuity Payout Options: Shootin' It Straight with Stan®

We’re talking about today’s topic because of some things that have happened this week that have pointed us in this direction. I want to make sure you understand your annuity payout options.
8 Annuity Questions You Should Ask Your Financial Advisor

8 Annuity Questions You Should Ask Your Financial Advisor

I’m confident about what I do. I'm America's annuity agent®; I know what I'm talking about. Today's topic is asking your financial advisor about annuities. You should be using me for an annuity; I’m America's annuity agent, licensed in all 50 states; I’m the top agent. I'm the thought leader; I’ve written seven books. I'm the guy.
Annuity Black Swan Event

Annuity Black Swan Event

Today's topic is a very unique one because we're in unique times and I call it the Annuity Black Swan event.
099 Terry Savage: 5 Ways to Get Out of the Financial Mess You Don't Even Know You're In

099 Terry Savage: 5 Ways to Get Out of the Financial Mess You Don't Even Know You're In

Financial royalty joined my “Fun With Annuities” podcast when Terry Savage agreed to share her financial tips for 2022. Below is her direct outline and insight into those five financial nuggets.
Immediate Annuity: How Does It Work

Immediate Annuity: How Does It Work?

In the pension-less world that most of us live in, Immediate Annuities are becoming more popular as over 10,000 baby boomers reach retirement age every single day. If you love your Social Security payments, then you will also love your Single Premium Immediate Annuity (SPIA) lifetime income stream.
Annuity Scams: Can I Earn 7 Percent on an Annuity

Annuity Scams: Can I Earn 7 Percent on an Annuity

Glad you joined me for today's topic because it is a hot one.
How To Buy an Annuity – Why People Rave About Our Process

How To Buy an Annuity – Why People Rave About Our Process

I'm just going to pat myself, and my team, on the back because I'm going to rave about our process. Now, I have to credit how this has been set up. My CEO and Director of Operations. Very smart, has been in the industry a long time, and has put together the process and the best practices for when you become a client and how you go through that paperwork with us and how it works.
095 Gary Baker: Hot Buttons Being Pushed by the Annuity Industry in 2022

095 Gary Baker: Hot Buttons Being Pushed by the Annuity Industry in 2022

What a treat to have Gary Baker from CANNEX back on the podcast. I tease Gary that his nickname should be “Gary Baker…the Annuity Dream Maker” because he is literally behind the majority of lifetime income annuities purchased in the United States.