"Fun With Annuities" The Annuity Man Podcast
Episodes
Is The IRS Living in Your Head Rent Free?: Shootin' It Straight With Stan
27 Apr 2026
Contributed by Lukas
Is the IRS living in your head rent-free? Stan the Annuity Man breaks down why tax obsession might be costing you more joy than dollars and what to fo...
Carpe Annuity Dang Diem!: Fun With Annuities
21 Apr 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Carpe Annuity Diem and seizing today's annuity opportunities Impact of AI and medical breakthroughs ...
Women Rule the Annuity World Part 1: Shootin' It Straight With Stan
20 Apr 2026
Contributed by Lukas
Women are living longer, inheriting more, and increasingly driving the biggest decisions in retirement and legacy planning. In this episode, Stan "the...
Carrier Ratings and State Guaranty Funds: Shootin' It Straight With Stan
13 Apr 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Understanding guaranty funds without relying on them Treating annuities as confidence-driven decisio...
Decreasing Income Rider Teaser Rates: Fun With Annuities
07 Apr 2026
Contributed by Lukas
In this episode, The Annuity Man discusses: Understanding income riders Choosing strong and reliable carriers Avoiding misleading teaser rates...
10 Percent Free Withdrawal Annuity Nonsense: Shootin' It Straight With Stan
05 Apr 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Understanding that "free withdrawals" come at a cost Recognizing misleading annuity sales claims F...
Annuity Dart Throw or Contractual Rifle Shot?: Shootin' It Straight With Stan
29 Mar 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Focusing on contractual guarantees Avoiding "dart throw" annuity products Clarifying the purpose o...
The Realities of Annuity Affordability: Shootin' It Straight With Stan
22 Mar 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Building a reliable income floor Focusing on guarantees, not projections Using annuities to transf...
No Commission Annuities…but With an Annual Fee: Fun With Annuities
17 Mar 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Understanding how annuity commissions work Avoiding misleading "no-commission" products Focusing o...
Jimmy Dean Sausage Annuity Legacy Strategy: Shootin' It Straight With Stan
08 Mar 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Planning for a lasting legacy to protect clients and business continuity Creating a client-first cul...
Lifetime Income Is the Ultimate Outcome: Fun With Annuities
03 Mar 2026
Contributed by Lukas
In this episode, The Annuity Man discusses: Building lifetime income as the real retirement goal Securing your income floor before adding comple...
The Best Kind of Money Is Guaranteed Money: Shootin' It Straight With Stan
01 Mar 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Building an income floor before chasing growth Using annuities for risk transfer, not market upside ...
It's Time to Consider a Respirator Annuity: Shootin' It Straight With Stan
22 Feb 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Understanding what lifetime income really guarantees Separating guarantees from projections Unders...
RMDs Are in Essence a Forced Annuity: Fun With Annuities
17 Feb 2026
Contributed by Lukas
In this episode, The Annuity Man discusses: RMDs as a built-in income stream Building a reliable income floor for Chapter Two Stacking income ...
How Will AI Affect Annuities?: Fun With Annuities
03 Feb 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Anticipating AI-driven longevity shifts Understanding how annuities are truly priced Locking in to...
Kick the Tax Can Forever With MYGAs: Shootin' It Straight With Stan
25 Jan 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Understanding MYGAs as CD alternatives Using tax deferral to improve long-term growth Extending de...
Tom Hegna: Don't Worry, Retire Happy! (From the Vault)
20 Jan 2026
Contributed by Lukas
In this episode, The Annuity Man and Tom Hegna discuss: Saying no to DIY retirement What is the right age for retirement is How annuity addr...
Consider Giving Your Money Away Now: Shootin' It Straight With Stan
14 Jan 2026
Contributed by Lukas
In this episode, The Annuity Man discussed: Giving while you're alive to create a meaningful impact Letting background inform legacy decisions ...
The New Financial "F" Word: Shootin' It Straight With Stan
31 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Questioning the fiduciary label Recognizing bad advice despite credentials Performing personal due...
Terry Savage: Chicken Money Is Still Tasty (From the Vault)
30 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man and Terry Savage discuss: What is "chicken money"? Considering future crises in your financial plan Seeking...
Life Insurance Loans Are Not Income: Shootin' It Straight With Stan
24 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Understanding why life insurance loans are not income Questioning glossy tax-free income pitches ...
Roth IRA Annuity Industry Insanity: Shootin' It Straight With Stan
17 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Seeing through product-driven Roth pitches Recognizing political risk in long-term tax planning Ke...
Michael Finke: Why Annuities Make Sense Right Now (From the Vault)
16 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man and Michael Finke discuss: Annuities are more attractive today Protecting your future lifestyle Cutting l...
Death as an Annuity Strategy: Shootin' It Straight With Stan
10 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Designing dependable inheritances Structuring income for generations Choosing tools for guaranteed...
Warren Buffett's 2 Rules for Annuities: Shootin' It Straight With Stan
03 Dec 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Prioritizing safety and guarantees Selling only contractual commitments Using PILL to guide purpos...
Moshe Milevsky: Learning from History with Annuities (From the Vault)
02 Dec 2025
Contributed by Lukas
In case you missed it, I have decided to circle back to one of my Fun With Annuities episodes that just cannot be missed. This one has annuity gold, a...
Comparing Myga Interest Rates to Spia Rates: Shootin' It Straight With Stan
26 Nov 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Distinguishing annuity types Applying the PILL strategy Interpreting annuity yields Securing con...
Annuity Zero Is Not Your Hero: Shootin' It Straight With Stan
19 Nov 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: What does "zero is your hero" mean Dirty tactics that agents use to sell annuities A more ration...
Rick Ferri: Core-4 Portfolios for Simplistic Success (From the Vault)
18 Nov 2025
Contributed by Lukas
In this episode, The Annuity Man and Rick Ferri discuss: Outperforming 90% of investors Developing a simple portfolio Five ways to improve...
Political Chaos Equals Contractual Opportunities: Shootin' It Straight With Stan
12 Nov 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: How chaos leads to both risks and opportunities What contributes to financial uncertainty? Maximiz...
Crypto Dice Throw or Annuity Guarantees: Shootin' It Straight With Stan
05 Nov 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Choosing guarantees over speculation Knowing your "PILL" for protection Building your income floor...
Wade Pfau: Retirement Income Style Awareness (From the Vault)
04 Nov 2025
Contributed by Lukas
In this episode, The Annuity Man and Wade Pfau discuss: Retirement Income Style Awareness (RISA) framework Wade's different viewpoint on retiremen...
Market Freestyle or Annuity Lifestyle: Shootin' It Straight With Stan
29 Oct 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Building stability through guaranteed income Balancing growth with protection Turning profits into...
Do Not Throw Annuity Darts at Your Death: Shootin' It Straight With Stan
22 Oct 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Planning spousal income with precision Avoiding risky annuity strategies Building protection th...
Fixed Index Annuities Tailored to Your Goals: Shootin' It Straight With Stan
15 Oct 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why do some agents...
Annuity Guarantees That Can Change Your Life: Shootin' It Straight With Stan
08 Oct 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuity solutions to retirement problems The four things that annuities solve for How annuitie...
You Already Own 2 Annuities (Here's Why): Shootin' It Straight With Stan
01 Oct 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The best inflation annuity on the planet The second annuity you already own RMDs are an annuity ...
Will More Money Actually Make You Happier in Retirement?: Shootin' It Straight With Stan
24 Sep 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Think again, would more money change your life? Peeling off the interest Are you really affected...
The Retirement Income Rule You Can't Ignore: Shootin' It Straight With Stan
17 Sep 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Preserving principal Matching products to time horizons Adapting to changing rates Prioritizing ...
Why the "Perfect Annuity" Is a Myth: Shootin' It Straight With Stan
10 Sep 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Recognizing annuity trade-offs Focusing on contractual guarantees Asking the right questions Eva...
The Truth About Annuities | How Income & Guarantees Really Work
03 Sep 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities as lifetime income How annuities are priced Focus on contractual guarantees Two primar...
Smart Annuity Income Planning Explained: Shootin' It Straight with Stan
27 Aug 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing ...
The 3 Annuity Strategies for Principal Protection: Shootin' It Straight with Stan
20 Aug 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: CDs and MYGAs I-bond no-brainer The safest product in principal protection How safe are MYGAs?...
Can Your Annuity Income Increase With Inflation?: Shootin' It Straight With Stan
13 Aug 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities that increase with inflation The role of interest rates in pricing For products that...
How to Reverse Engineer Annuities to Fight Inflation: Shootin' It Straight With Stan
06 Aug 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Products that adjust for inflation Thinking rationally about inflation Reverse-engineering ann...
Searching for Growth or Guarantees? Shootin' It Straight With Stan
30 Jul 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Threading the needle with volatility Freedom from volatility Annuities are the haystack Time t...
Don't Fall for Hypothetical Annuity Returns: Shootin' It Straight With Stan
23 Jul 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities are contracts How Indexed Annuities Should Be Used Don't buy an annuity for market r...
Flexible Annuity Start Dates Explained: Shootin' It Straight With Stan
16 Jul 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The four lifetime income products How annuities are priced The simplicity of SPIA Getting th...
Annuities For A 9-Year Old: Shootin' It Straight With Stan (TAM Classic)
09 Jul 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Buying an annuity that you understand Annuities aren't one-size-fits-all How to know if you unde...
Annuity Horror Stories Debunked: Shootin' It Straight With Stan
02 Jul 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Why do agents tell stories? Protecting yourself from bad pitches Don't listen to these stories...
Planning Lifetime Income for Your Spouse: Shootin' It Straight With Stan (TAM Classic)
25 Jun 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities for your spouse and loved ones Throwing darts at death Planning for cognitive declin...
Ventilator Annuity Lifetime Income: Shootin' It Straight With Stan (TAM Classic)
18 Jun 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Solving for longevity risk Four products for lifetime income Focusing on guarantees Key...
Push Comes to Shove Annuities: Shootin' It Straight With Stan (TAM Classic)
11 Jun 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities with a push-comes-to-shove feature Advantages of liquidity Balance between potential...
Annuity Companies Are Not Smarter Than Banks: Shootin' It Straight With Stan (TAM Classic)
04 Jun 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuity companies are more regulated than banks Features that protect the annuity industry The...
Annuity Light Switch Income Guarantees: Shootin' It Straight With Stan (TAM Classic)
28 May 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Why would you want to stop taking in income? Three types of irrevocable lifetime income teams ...
Scars of Scarcity: Shootin' It Straight With Stan (TAM Classic)
21 May 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The fear of running out of money Solving the fear of running out Is FORO more important the FOMO...
Keep Your Powder Dry Annuity Income Planning: Shootin' It Straight With Stan (TAM Classic)
14 May 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing ...
Avoiding Common Pitfalls With Annuity Purchases: Shootin' It Straight With Stan (TAM Classic)
07 May 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Focusing on contractual guarantees What annuities solve for Common annuity pitch traps Ke...
Comparing Index Annuity Income Riders and DIAs: Shootin' It Straight With Stan (TAM Classic)
30 Apr 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: An overview of Deferred Income Annuities Finding the best fit Income Riders attached to Indexed ...
Keep Your Powder Dry Annuity Income Planning: Shootin' It Straight With Stan (TAM Classic)
29 Apr 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing ...
Fixed Rate No Brainer: Shootin' It Straight with Stan (TAM Classic)
23 Apr 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Should you purchase I Bonds? Treasuries are as safe as it gets Five places to put your money ...
Traditional or Reverse MYGA Ladder Strategies: Shootin' It Straight With Stan (TAM Classic)
16 Apr 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Traditional laddering with MYGAs What is "reversing"? Traditional laddering and reversing K...
Lovingly Handcuffing Your Beneficiaries with Annuities: Shootin' It Straight With Stan (TAM Classic)
09 Apr 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Protecting your beneficiary from dumb choices How Stan lovingly handcuffs his beneficiaries Handcu...
Belt & Suspenders Annuity Strategies: Shootin' It Straight With Stan (TAM Classic)
02 Apr 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: State guaranty funds The true safety of the industry Life insurance companies are more regulat...
Annuities: A Strategy, Not a Game: Shootin' It Straight With Stan
26 Mar 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Retirement planning is not a game Asking hard questions Diversification and limits Two key quest...
Swap Your Income Rider for a SPIA: Shootin' It Straight With Stan
19 Mar 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Income Riders vs. Single Premium Immediate Annuities (SPIA) Comparison Process Strict rules Pr...
FIAs: The Real Story: Shootin' It Straight With Stan
12 Mar 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities were never meant to be a market product The complexity of index options Misleading s...
Annuities and Timing The Cost of Waiting: Shootin' It Straight With Stan
05 Mar 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: You can't time annuities Annuities provide guarantees The cost of waiting Annuities are no...
Gap Filling Income Strategies Before Social Security: Shootin' It Straight With Stan
26 Feb 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Gap Filling and Annuity Options: Social Security Timing and Considerations: Balancing Emotional an...
Lifestyle Income Guarantee: Shootin' It Straight With Stan
19 Feb 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Retirement planning essentials Achieving financial security in retirement Determining a lifest...
Annuity Companies Are Not Smarter Than Banks: Shootin' It Straight With Stan
12 Feb 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuity companies are more regulated than banks Features that protect the annuity industry The...
4 Contractual Paths to Income Later: Shootin' It Straight With Stan
05 Feb 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: 4 contractual paths to future income Factors that affect the suitability of a plan for your situat...
The Reality of Inflation: Shootin' It Straight With Stan
29 Jan 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Should you complain about inflation? The people actually impacted by inflation Annuity product...
Building a Pension from Scratch: Shootin' It Straight With Stan
22 Jan 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Using annuities to create a pension The best inflation annuity Focusing on guarantees K...
When Annuitization Becomes the Final Choice: Shootin' It Straight with Stan
15 Jan 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Options that annuities provide Living off interest When to annuitize Laddering interest rate...
Strategic Retirement Planning Using Annuities: Shootin' It Straight With Stan
08 Jan 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: The Annuity Pill Questions to ask when considering an annuity Annuities are contracts Key...
Can a 9-Year-Old Understand Your Annuity?: Shootin' It Straight With Stan
01 Jan 2025
Contributed by Lukas
In this episode, The Annuity Man discussed: Buy only what you understand Don't fall for bad sales tactics Seeking the facts Key Takea...
Annuities Are for Do-It-Yourselfers: Shootin' It Straight With Stan
25 Dec 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuities are DIY products Focusing on contractual guarantees What annuities solve for ...
Interest Rates & Annuities: Shootin' It Straight With Stan
18 Dec 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: How lifetime income is priced Don't time annuity purchases Laddering annuities Key Take...
MYGA-2-SPIA for Full-Control Annuity Income: Shootin' It Straight With Stan
11 Dec 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: What a MYGA and SPIA is MYGA to SPIA Strategy Flexibility and Control Key Takeaways: ...
Enhancing Your Retirement Plan With Annuities: Shootin' It Straight With Stan
04 Dec 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: What annuities are for Establishing an income floor How to actually adjust for inflating needs...
Comparing Index Annuity Income Riders and Dias: Shootin' It Straight With Stan
27 Nov 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: An overview of Deferred Income Annuities Finding the best fit Income Riders attached to Indexed ...
Hidden Truths & Facts About Fixed Index Annuities: Shootin' It Straight With Stan
20 Nov 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Why are Indexed Annuities sold in a misleading way? Indexed Annuities are not growth products ...
Stan The Annuity Man: New Realities of Annuity Recommendations
19 Nov 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: The Annuity PILL Choosing an annuity carrier Putting the client's best interest first The future...
Strategic Retirement Planning Using Annuities: Shootin' It Straight With Stan
13 Nov 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: The Annuity PILL The best inflation annuity Annuities are a transfer of risk Key Takeaways...
Tailoring Fixed Index Annuities to Your Specific Goals: Shootin' It Straight With Stan
06 Nov 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: The purpose of Fixed Index Annuities Buying only for contractual guarantees Why some agents ov...
Steve Parrish: Why QLACs Will Rival Roth IRA Popularity
05 Nov 2024
Contributed by Lukas
In this episode, The Annuity Man and Steve Parrish discuss: What are QLACs? Transferring longevity risks Creating a secure income floor in...
Avoiding Common Pitfalls With Annuity Purchases: Shootin' It Straight With Stan
30 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Focusing on contractual guarantees What annuities solve for Common annuity pitch traps Ke...
Fixed Annuities Explained: Which One Is Right for You?: Shootin' It Straight With Stan
23 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Transferring risk through annuities The annuity PILL Annuities are for guarantees and not grow...
Jack Lenenberg: New LTC Product to Disrupt the Industry
22 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man and Jack Lenenberg discuss: Annuities and long-term care The three primary types of long-term care coverage ...
The Annuity Truth About Bonuses, Rates, Caps & Spreads: Shootin' It Straight With Stan
16 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Annuity marketing gimmicks The complexity of Indexed Annuities What annuities are for K...
Annuity Tips: The Annuity Man's Index Annuity Strategies: Shootin' It Straight With Stan
09 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: How to use Indexed Annuities efficiently The two sides of an indexed annuity Focusing on what ...
Pam Krueger: The Best Wealthramp on How to Roll Your 401K or IRA
08 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man and Pam Krueger discuss: Finding fiduciary financial advisors Customizing an annuity according to your goal ...
Annuity Strategies Across the Political Spectrum: Shootin' It Straight With Stan
02 Oct 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Pragmatic approach to financial planning How annuities are primarily priced Four primary benefits ...
Retire From Both Work & the Markets: Shootin' It Straight with Stan (TAM Classic)
25 Sep 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: How different your life could be with more money Retiring from work and the markets Investing sa...
Stan The Annuity Man: Annuities and the Election
24 Sep 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Ensuring a stable retirement regardless of politics How annuities are priced Planning for poli...
Annuity Income: Return OF or ON Your Money?: Shootin' It Straight With Stan (TAM Classic)
18 Sep 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Lifetime income and principal protection Return of your money Peeling of the interest to solve...
Is It a Good Time to Buy an Annuity?: Shootin' It Straight With Stan (TAM Classic)
11 Sep 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: When is it a good time to buy an annuity? Are annuities for market growth? Annuity sales tacti...
Terry Savage: Chicken Money Is Still Tasty
10 Sep 2024
Contributed by Lukas
In this episode, The Annuity Man and Terry Savage discuss: What is "chicken money"? Considering future crises in your financial plan Seeking...
3 Years in or 3 Years Out for MYGAs and CDs: Shootin' It Straight With Stan (TAM Classic)
04 Sep 2024
Contributed by Lukas
In this episode, The Annuity Man discussed: Locking in for three years and over The top three safest money When to go for CDs and treasuri...