094 Jeff Miller: What's New With Social Security In 2022

094 Jeff Miller: What's New With Social Security In 2022

Jeff Miller continues to be one of our most popular guests because of his expertise on the Social Security topic. This podcast did not disappoint and is filled with incredible insight into what is happening with Social Security in 2022 and Jeff’s predictions for the future.
How Can I Get Money From My Annuity Without Penalty

How Can I Get Money From My Annuity Without Penalty

Can I get my money out of an annuity without a surrender charge or penalty? Can you take all of your money out of an annuity? Yes, but it depends on the type.
093 John Lenz: What You Need To Know About Annuity Laddering in 2022

093 John Lenz: What You Need To Know About Annuity Laddering in 2022

I consider John Lenz one of the top annuity minds in the country. His depth of knowledge is something that I respect and rely upon. I was so happy to have John on the Fun With Annuities Podcast again because we covered annuity laddering, a topic and strategy that people need to be aware of.
Single Premium Annuity Payouts

Single Premium Annuity Payouts

Today's topic is essential. It's about Single Premium Immediate Annuity payouts, which is about the lifetime income stream. So, you need to know how to go about getting the highest contractual guarantee for your situation.
Can I Buy A Pension Annuity With Cash

Can I Buy A Pension Annuity With Cash

The question is, can I buy an annuity with cash? The short answer is yes, but there’s more to it. Pensions are the albatross that no one talks about because less than 10 percent of the private companies even offer pensions anymore.
092 Ellie Saul: Mama Bear Speaks The Truth About Medicare

092 Ellie Saul: Mama Bear Speaks The Truth About Medicare

Thanks for joining us for another week! For a long time, I have been looking for a credible source for Medicare. I have found that person, so please help me welcome Ellie Saul to Fun With Annuities for podcast 092.
Is An Index Annuity Fixed Or Variable

Is An Index Annuity Fixed Or Variable

The question is: is an indexed annuity fixed or variable? There's a lot more to it than just the short answer. I would like to go through what a fixed indexed annuity is, an indexed annuity, and a variable annuity and tell the differences in both.
Deferred Income Annuities: Pros And Cons

Deferred Income Annuities: Pros And Cons

Today's topic is deferred income annuity pros and cons. This is a big one because, with every annuity type, there are limitations and benefits, and I'm going to explain them to you so you can make an excellent decision whether a deferred income annuity fits you or not.
How To Choose An Annuity

How To Choose An Annuity

Good topic today, how to choose an annuity.
How Do Insurance Companies Make Money On Fixed Index Annuities

How Do Insurance Companies Make Money On Fixed Index Annuities

Today's topic is how annuity companies make money on fixed index annuities. There is a lot of misinformation out there, and I'm going to try to make it very simple for you to understand why the annuity companies have significant buildings. They're smart.
How to Buy an Annuity: What Type of Annuity Is Best

How to Buy an Annuity: What Type of Annuity Is Best?

Today, we're going to talk about what type of annuity is best. Now, disclaimer, we might get to the end of the road when you and I are talking and come to a realization that no annuity type is best. Annuities are not for everyone. There are many types, and we’re going to talk about them.
How to Buy an Annuity: Is It Possible to Time the Purchase?

How to Buy an Annuity: Is It Possible to Time the Purchase?

Everyone asks me whether it is possible to time the purchase. Is there a sweet spot? Is there an arbitrage moment where it's the perfect time to buy an annuity of any type? Of course, everyone that's in the market, the stock market, or anything like that, you've been trained to try to time it. Can you do that with annuities?
Should You Get Out of an Annuity?

Should You Get Out of an Annuity?

Hi, I'm Stan, The Annuity Man, America's Annuity agent® licensed in all 50 states. Should you get out of your annuity? We're going to cover that and talk about market value, adjustments, and surrender charges comparing to other annuities.
How to Buy an Annuity: What Are the Questions You Need to Answer

How to Buy an Annuity: What Are the Questions You Need to Answer

We're talking today about how to buy an annuity. Don't get all crazy out there that I'm not just pinching and selling. What we're going to talk about today are the questions that you need to answer when considering if an annuity of any type is valid. Should you buy an annuity?
How to Buy an Annuity: What Age Is Too Old or Too Young?

How to Buy an Annuity: What Age Is Too Old or Too Young?

I’m so glad you joined me for the continuing series of how to buy an annuity and know this isn't unveiled, sales pitch, bad chicken dinner seminar nonsense. We're doing a series on how to buy an annuity because we get a ton of questions. Today's topic on buying an annuity is what age is too old or too young to buy an annuity?