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المحتوى المقدم من The Annuity Man. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Annuity Man أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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You Already Won! Why Are You Still Playing?: Shootin' It Straight with Stan (TAM Classic)

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Manage episode 430479856 series 2798004
المحتوى المقدم من The Annuity Man. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Annuity Man أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

In this episode, The Annuity Man discussed:

  • Not everyone needs to be exposed

  • Bonds and market volatility

  • Looking into lifetime income

  • Questions to ask your advisor

Key Takeaways:

  • Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it doesn’t apply to everybody. People who’ve won the game don’t have to keep playing.

  • Bonds aren’t fool-proof; they go down in value if interest rates go up. If you’ve already accumulated enough to live the life you want and don’t want to tie yourself into any risks or volatility, then don’t. You have that option.

  • If peeling off the interest rate isn’t an option for you, then why not look into lifetime income? You can structure your annuity where your money doesn’t have to go to the annuity company when you die. There are so many ways you can structure the contract in a way that achieves your goals.

  • Advisors get paid assets under management, which is why they want you to dip into the market. Ask your advisor if you have enough money to live off. From a fiduciary standpoint, they’ll have to look at the money and tell you honestly if you are able to do that.

"Plan for when you win the game to stop playing the game. Look up at the scoreboard; you won!" — Stan The Annuity Man.

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

  continue reading

320 حلقات

Artwork
iconمشاركة
 
Manage episode 430479856 series 2798004
المحتوى المقدم من The Annuity Man. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Annuity Man أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

In this episode, The Annuity Man discussed:

  • Not everyone needs to be exposed

  • Bonds and market volatility

  • Looking into lifetime income

  • Questions to ask your advisor

Key Takeaways:

  • Financial advisors tend to advise their clients to do 60% equity and 40% bond split or that they always have some exposure, but it doesn’t apply to everybody. People who’ve won the game don’t have to keep playing.

  • Bonds aren’t fool-proof; they go down in value if interest rates go up. If you’ve already accumulated enough to live the life you want and don’t want to tie yourself into any risks or volatility, then don’t. You have that option.

  • If peeling off the interest rate isn’t an option for you, then why not look into lifetime income? You can structure your annuity where your money doesn’t have to go to the annuity company when you die. There are so many ways you can structure the contract in a way that achieves your goals.

  • Advisors get paid assets under management, which is why they want you to dip into the market. Ask your advisor if you have enough money to live off. From a fiduciary standpoint, they’ll have to look at the money and tell you honestly if you are able to do that.

"Plan for when you win the game to stop playing the game. Look up at the scoreboard; you won!" — Stan The Annuity Man.

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

  continue reading

320 حلقات

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مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

 

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