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In this episode, we ask:

• Is it a good idea to purchase an annuity?
• What did Barron’s say about annuities?
• What changes do newer annuities offer?
• Can a younger person purchase an annuity?
• What did Jack Bogle say?
• Are you ready for jargon?
• What is an immediate annuity?
• What did Mark see at the Oriental Museum at the University of Chicago?
• What problems do immediate annuities solve?
• Can you still lose money with bonds?
• How can you get protected income in retirement?
• How do annuities work with a Bank on Yourself type policy?
• What are the tradeoffs of an annuity?
• What did Oscar Wilde say?
• What is a deferred annuity?
• Can 401(k)s give an income guarantee?
• Can an annuity give an income guarantee?
• What is a fixed annuity?
• What is a fixed rate of return?
• What is an indexed annuity?
• How does the market affect an indexed annuity?
• Are you putting money into the stock market with an indexed annuity?
• What is a fixed indexed annuity with an income rider?
• What is a variable annuity?
• Are you putting money into the stock market with a variable annuity?
• What fees are involved with a variable annuity?
• Why would you want an annuity?
• What do you want the money to do for you?
• Would you like to book an appointment with us?
• What questions should you ask yourself?
• How do you feel protected income for life?
• What other options are there for protected income for life?
• Would you like your money protected against market loss?
• What did Warren Buffet say?
• Do you want your money to be tax deferred?
• What about other taxable accounts?
• Do you want access to your money under your control?