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In this episode, we ask:
- Would you like to join us on Saturday, October 9, 2021 for the Inaugural Not Your Average Financial Summit? Join the Not Your Average Community to learn more!
- What about the fees on annuities?
- What about Dave Ramsey, Ken Fisher and Suze Orman?
- What about transferring risk?
- What about buying a guarantee that you will never run out of money?
- How about an example?
- What about commissions?
- What would the investment advisor earn on assets under management (AUM)?
- What are the fees on AUM?
- Do these fees seem reasonable?
- What offers a predictable income?
- What about annuities and liquidity?
- What about deferred annuities?
- What about liquidity provisions?
- What about 10% withdrawal amounts?
- What about surrender charges?
- What about the cumulative amount provisions?
- Would you like another example?
- What is the 3% rule?
- How could you generate more income in retirement without extra work?
- What about interest rates?
- What about Wade Pfau’s paper in Forbes Magazine?
- What do annuities rely upon?
- What are mortality credits?
- What sort of guarantees come with annuities?
- What about the law of large numbers?
- What about pricing out mortality?
- What about youth?
- What about a familial tendency toward premature death?
- What about payments to family members?
- What about old-fashioned annuities?
- What about giving up control?
- What about gaining control over longevity risk?
- What about gaining control over a deflationary economy?
- What about gaining control over market risk?
- What about gaining control over sequence of returns risk?
- What happens if…?
- What about bonds?
- What are the three phases of wealth building?
- What about protecting money when the market goes up?
- What about distributing wealth?
- What about protecting wealth from creditors and predators?
