Mark Skousen: Achieving True Freedom With Your Investments

Mark Skousen: Achieving True Freedom With Your Investments

Mark Skousen has pretty much done it all in the world of money and economics. He is a former analyst for the CIA, author, columnist, professor, economist, entrepreneur, visionary, father, husband, and overall entertainer.
Rick Ferri: Core-4 Portfolios for Simplistic Success

Rick Ferri: Core-4 Portfolios for Simplistic Success

Rick Ferri is a fighter pilot, entrepreneur, visionary, 40-year husband, Boglehead leader, Rhode Island Ram, Former Marine, Investment Advice Expert, Financial Services Pioneer, CFA, MBA, fiduciary…and all-around good guy.
Dana Anspach: Be Aware of Financial Biases

Dana Anspach: Be Aware of Financial Biases

So happy to welcome back Dana Anspach to the Fun With Annuities podcast. She is one of the top fee-only financial planners in the U.S., and the founder of Sensible Money, LLC.
Is a Pension Plan Just a Good ‘Ole Annuity?

Is a Pension Plan Just a Good ‘Ole Annuity?

Yep. A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer and how they've set things up.The key with the pension plan is you have to look at the claims-paying ability of your employer.
Annuity Examples: Lifetime Income Annuity Choices

Annuity Examples: Lifetime Income Annuity Choices

We're talking about lifetime income choices using annuities.
What Are The Disadvantages of Annuities

What Are The Disadvantages of Annuities

What are the disadvantages of annuities? You're saying to yourself, wait a minute, Stan, The Annuity Man, Americas Annuity Agent®. You sell annuities, you're right, and you're talking about the disadvantages of annuities. Yes, there are disadvantages to annuities. We're going to go over some of the main disadvantages, so you don't make a mistake.
What You Should Know About Lifetime Income - Retirement Expert Rant

What You Should Know About Lifetime Income - Retirement Expert Rant

Everybody on the planet already has the best inflation lifetime income annuity period, and that’s social security. What I’m saying is you might want to consider adding another lifetime income stream.
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.
096 Owen Schrum: Crypto, The Fed and Other Things Not Said

096 Owen Schrum: Crypto, The Fed and Other Things Not Said

When you are one of the top personal money managers in the country, you have access to some of the top minds in the financial world. Owen Schrum’s status allows him to have conversations with the movers and shakers on Wall Street, which he then uses that insight to the benefit of his main street clients.
What Is A Lifetime Income Benefit Rider

What Is A Lifetime Income Benefit Rider

Today's topic is what a Lifetime Income Benefit Rider is? We're going to go over that guarantee for future income. You will understand how it works and if it fits what you're trying to achieve from an income later® standpoint.
How Do Interest Rates Affect Annuities

How Do Interest Rates Affect Annuities

Everybody is asking me this, how do interest rates affect annuities? Now, you just can't say they affect all annuities the same way because there are different types of annuities. What we're going to do is we're going to go through every single type that's out there, and I'm going to tell you precisely how interest rates affect each one of them.
083 Jack Lenenberg: How To Qualify for Long-Term Care

083 Jack Lenenberg: How To Qualify for Long-Term Care

After Jack Lenenberg first appeared on the Fun With Annuities podcast, I was inundated with questions from people wanting to know if they could qualify for Long Term Care (LTC) coverage.
Lifetime Income Benefit Rider vs. Annuitization

Lifetime Income Benefit Rider vs. Annuitization

So you're looking for income, and you want to know the difference between a lifetime income benefit rider and what's called annuitization. An annuitization means creating payments. With 10,000 baby boomers retiring every day, most people are looking for income and contractual guarantees.
QLACs: How to Use IRA Money for Lifetime Income

QLACs: How to Use IRA Money for Lifetime Income

Today let’s talk about QLACs, how to use IRA money for lifetime income, how that all sets up, why QLACS are even on the planet, and if it might be a fit for you. It might not be after you take a look at it. Just understand, with QLACs and all annuities, every single time, if it sounds too good to be true, it is. Annuities are contracts.
073 Chuck Jaffe: Your Money and Your Life

073 Chuck Jaffe: Your Money and Your Life

Fun With Annuities Podcast Celebrity Series