Retirement Income: 3 Rockstar Tips I've Learned thumbnail

Retirement Income: 3 Rockstar Tips I've Learned

Retirement income, let's talk about that and the three tips I learned from some of the biggest financial rock stars on the planet that happen to be guests of mine on my great podcast, Fun with Annuities. That's on all podcast platforms, and we even have a YouTube channel called Fun With Annuities that you can check out. But I will share it with you and I had some great guests there.
Retirement Planning: Do You Even Need an Annuity thumbnail

Retirement Planning: Do You Even Need an Annuity (PILL & 2 Questions)

What are we talking about today? Retirement planning. Do you even need an annuity? I know you're saying, "What? What did you say? You're Stan the Annuity Man and licensed in all 50 states.
Managing Longevity Risk With Annuities thumbnail

Managing Longevity Risk With Annuities

One of the biggest risks retirees face is outliving their savings. With people living longer than ever, there is a growing concern about whether retirement savings will last for the entirety of one's retirement.
Bob Carlson: The Essential Guide to Retiring in 2023 thumbnail

Bob Carlson: The Essential Guide to Retiring in 2023

If there were a czar of the retirement planning and advice world, it would be Bob Carlson. I was so happy when Bob let me know that his new book, “Retirement Watch: The Essential Guide to Retiring in the 2020s”, was unavailable to all of us, and I had to have him back on the podcast to talk about it.
Retirement Income Gap The Real Deal

Retirement Income Gap The Real Deal

What's the real deal about the retirement income gap? I keep reading this, and I keep seeing these titles. What does all of that mean? How does it apply to me?
How Annuities Are the Best Offense for Diminished Capacity Retirement Planning

How Annuities Are the Best Offense for Diminished Capacity Retirement Planning

Today's topic is a good one and a sensitive one.
Retirement Withdrawal Strategies With Annuities

Retirement Withdrawal Strategies With Annuities

Today's topic is a good one. We're talking about retirement withdrawal strategies using annuities. I'm going to talk about withdrawal strategy, history, and what the pitches are because I used to work for all the major firms.
4 Legs Of The Retirement Income Stool

4 Legs Of The Retirement Income Stool (SPIA, DIA, QLAC, Income Rider)

Today's topic's a good one. What are the four legs of the retirement income stool? Think of a stool, a retirement income stool with four legs.
Marcia Mantell: What’s the Deal with Retirement Planning thumbnail

Marcia Mantell: What’s the Deal with Retirement Planning?

If I had to choose a smart person to hang out with and drink a cup of coffee with, it would be Marcia Mantell. She is the definition of “glass half full” when helping out retirees, pre-retirees, and baby boomers.
Annuity Monthly Payment Calculator: Don’t blow through your retirement funds!

Annuity Monthly Payment Calculator: Don’t blow through your retirement funds!

Get an annuity for what it will do, not what it might do®.
Rick Ferri: A Fighter Pilot’s View of the Markets

Rick Ferri: A Fighter Pilot’s View of the Markets

Rick Ferri is an absolute unicorn in the world of financial advice. He is one of the best financial advisors in the world, a leader of the Boglehead investment community, and a retired fighter pilot.
Martin Parlato: No B.S. Insights About Markets & Inflation

Martin Parlato: No B.S. Insights About Markets & Inflation

Martin Parlato’s name should be as well-known as Jim Cramer from CNBC. In my opinion, he can run factual rings around Cramer when it comes to all things about the markets and money.
Bill Black: New Strategies for Life Insurance in 2022

Bill Black: New Strategies for Life Insurance in 2022

Bill Black is a nationally recognized triathlete, 6’ 8” tall, and oh, by the way…the top life insurance expert in the country.
Ellie Saul: New Benefits Revealed by Mama Bear Medicare

Ellie Saul: New Benefits Revealed by Mama Bear Medicare

Fun With Annuities Podcast Celebrity Series
Is An Annuity Better Than A Pension

Is An Annuity Better Than A Pension

Question of the day: is an annuity better than a pension? Tough question, loaded question. I will have to break that question down just like your English teacher broke down sentences. Is an annuity better than a pension because it's a bit broader? It always is in the annuity world. You need to know many more details.