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065 Bob Powell: The Voice for Your Retirement

Stan Haithcock
July 13, 2021
065 Bob Powell: The Voice for Your Retirement

About Fun With Annuities Episode #65

This week’s celebrity co-host Bob Powell has made his mark in almost every corner of financial services.

Robert Powell, CFP®, is a long-time award-winning financial journalist and frankly one of the most influential, whose work appears regularly in, USA TODAY, The Wall Street Journal, MarketWatch,, and AARP. He is the editor and publisher of TheStreet’s Retirement Daily and serves as the editor-in-chief of the Investments and Wealth Institute’s (IWI) Retirement Management Journal. He also hosts IWI’s Exceptional Advisor podcast, the Callaway Climate Insights podcast, and is the co-founder of His resume and accomplishments go on and on and we list a few of his highlights in his bio below.

I know you’re going to love this nugget he tosses out in episode #65, ‘"You should invest your time before you invest your money. I think that’s true as it was back when we started the business as it is today."

He lives in Swampscott, Massachusetts with his wife and has four children: triplet sons and a daughter.

If there is a more respected financial journalist in the country, I want to meet that person!!! Bob’s insights are fantastic, and you are going to love this podcast and learn a ton.

Brief Bio on Co-host Robert Powell:

His list of accomplishments is extensive. As a Certified Financial Planner, Powell has worked to shape the curriculum and education of a generation of Financial Planners. He previously served as the curriculum director of Salem State University's Online Retirement Management Analyst program and an instructor in Salem State University’s Online Elder Planning Specialist program, content strategist to the Financial Planning Association and served as Managing Director at Acadient, where he was responsible in large part for the creation and launch of the Boston University Online Program for Financial Planners, a CFP® registered program, and the Center for Fiduciary Studies' Online Accredited Investment Fiduciary™ Program.

Robert has made financial education his mission. In addition to being the director of Retirement Education at Sensible Money, and the co-founder of Parting Glass Productions he is an executive producer of "More Than Money," a personal finance television series created with Connecticut Public Television & Radio; a co-author of “Decoding Wall Street” and played a lead role in creating and developing TheRightAdviser, a joint venture between DALBAR and Microsoft Corp.'s MoneyCentral that enabled consumers to search for and select a financial advisor. You can also follow Robert on Twitter.

In this episode, The Annuity Man and Bob Powell discuss:

  • The new normal of today’s interest rates
  • Good tips and strategies for building your retirement fund
  • Some insights on Cryptocurrency
  • Special Purpose Acquisition Companies

Key Takeaways:

  • Use the "bucket strategy" for a low but somewhat stable yield even in unstable times
  • Be very careful on deals and contracts that are "too good to be true" (but contractually are not).
  • Cryptocurrency might be an interesting inflation hedge but it has never experienced an inflationary period.
  • Risky assets don’t cover longevity given the market volatility but there’s a guarantee that the annuity will pay you regardless of what’s going on in the market.

Fun With Annuities® Podcast is hosted by America’s Annuity Agent®, Stan Haithcock, The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle.

Listen in on how you can be livin’ the reality, not the dream®. Listen and subscribe on Libsyn, Stitcher, Apple Podcasts, Google Podcasts, Amazon Podcasts, and Spotify.

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