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.
Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio

Paul Merriman: 7 Things You Should Be Doing With Your Retirement Portfolio

Paul Merriman’s 60-year legacy of helping people with their money is unmatched. His “tell the truth” passionate approach should be the benchmark for all financial advisors and is the obvious foundation for the current march to all things fiduciary.
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?
Peggy Nicholson: Preparing for Death Without All The Information You Need

Peggy Nicholson: Preparing for Death Without All The Information You Need

Margaret “Peggy” Nicholson is one of a kind. A unicorn. She might be the most unique celebrity guest host of all the guests I’ve had on my Fun With Annuities podcast. She is a 78 ½-year-old dynamo and a world traveler.
Retirement Portfolio: Your Secret Weapon is Annuities

Retirement Portfolio: Your Secret Weapon is Annuities

Today's topic is your retirement portfolio. The secret weapon is annuities. That doesn't mean everybody needs one, but I will explain how annuities can give you peace of mind, that turnkey approach, that lifestyle you're looking for.Think again when you hear people say, "Don't buy an annuity."
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.
Annuity Comparison FIA vs MYGA

Annuity Comparison FIA vs MYGA

I'm glad you joined me today. This is a great topic. We're making annuity comparisons; we’re doing Indexed Annuities, Fixed Index Annuities versus Multi-Year Guarantee Annuities
Retirement Withdrawal Strategies: DIAs

Retirement Withdrawal Strategies: DIAs

Glad you joined me. We're talking today on the ongoing series that we're doing about retirement withdrawal strategies using, in this case, Deferred Income Annuities, DIAs. This should be interesting. DIAs are relatively new. They're the sister, cousin, brother of the Single Premium Immediate Annuity.
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.
101 Andy Panko: Financial Planning Demystified and Unemotional

101 Andy Panko: Financial Planning Demystified and Unemotional

Welcome to Fun With Annuities episode 101 with Andy Panko. When he started Tenon Financial in 2019, he designed the flat-fee-based firm exactly how he thought a retirement planning advisory service should work.
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.
Retirement Withdrawal Strategies with QLACs

Retirement Withdrawal Strategies with QLACs

Today's topic is retirement withdrawal strategies using QLACs, Qualified Longevity Annuity Contracts, the newest version of annuity types in the country put on the planet in 2014. We will go over how to use that product with your retirement withdrawal strategies.