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.
How To Find The Best Quote with a SPIA Calculator

How To Find The Best Quote with a SPIA Calculator

Today's topic is the SPIA calculator and two ways to find the best quote. We're going to go through where you go to run your quotes, and I'm going to talk about the two best ways to find the highest contractual guarantees for your specific situation.There are two ways to use a SPIA calculator. Single premium immediate annuity.
Back Tested Annuity Returns - Index Annuity Scams

Back Tested Annuity Returns - Index Annuity Scams

Today's topic is about indexed annuity scams and these back-tested return numbers that you see that seem so good. But this is one of the situations, and one of the scams that drives me crazy.Let's talk about index annuities. First of all, a disclaimer. I like them. I like Fixed Index Annuities. Why?
Don't Buy Annuity Stories: Shootin' It Straight with Stan

Don't Buy Annuity Stories: Shootin' It Straight with Stan

Today's topic is, "Don't buy annuity stories." That's a big one to unpack, but let's start unpacking it. In the world of sales, everybody that ever talked to me like a manager or salesperson, they're like, "Stories sell. You need to tell stories to the people because they can relate to it.
Biscuits & Annuities: Shootin' It Straight with Stan

Biscuits & Annuities: Shootin' It Straight with Stan®

The topic for today? Biscuits and annuities. Yeah, biscuits like the biscuits you eat. See, you're saying, "Wait a minute, Stan, what do biscuits have to do with annuities?" Well, first of all, I'm from the south. I love biscuits. I've always loved biscuits. I love biscuits with gravy.
Roger Whitney: How To Rock Your Retirement

Roger Whitney: How To Rock Your Retirement

Roger Whitney is known across the country as The Retirement Answer Man® and hosts one of the most popular podcasts in the country under the same name. He is the author of the Rock Retirement Bookand founded the Rock Retirement Club.
Retirement Cash Flow from Annuities

Retirement Cash Flow from Annuities

Today we're talking about retirement cash flow from annuities. Now, you're already participating in a part of the category of retirement cash flow from annuities because all of you have Social Security. If you have your Social Security number, you have Social Security. That's an annuity.
Annuity Pros and Cons: Should You Trust Who Google Trusts

Annuity Pros and Cons: Should You Trust Who Google Trusts

When you go to Google and type in annuity pros and cons, Google just lists everybody?
 Annuity P.I.G. (Portfolio Income Guarantee): Shootin' It Straight with Stan

Annuity P.I.G. (Portfolio Income Guarantee): Shootin' It Straight with Stan®

Today's topic is a unique one. I just thought, let's get down and dirty with annuities. It's called annuity P.I.G.S. P-I-G-S. Yes, like the pigs. Annuity P.I.G.S. “What's P.I.G. stand for Stan?” Good question. Portfolio Income Guarantees. Yes. It's trademarked so don't run to your lawyer.
Heather Schreiber: Social Security Hacks & Insider Secrets

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.
Are Roth IRA Annuity payments taxed?

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.
Inflation Options with Annuity Retirement Calculators

Inflation Options with Annuity Retirement Calculators

Today's topic is how to use annuity retirement calculators and use SPIAs, DIAs, and QLAC for inflation. On my site, you can run quotes 24/7 365.What does $100,000 pay? What does $1,000,000 pay? Well, it's all about life expectancy when you make the payment.
Financial Advice: Racism & The Classism Crisis

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.
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.
Getting Retirement Cash Flow From SPIAs

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.