Episode 415: What’s Next for Annuities? New Solutions for Savvy Savers
Update: 2025-08-15
Description
In this episode, we ask:
- Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence?
- What are the three musicians?
- How are annuities like Weird Al Yankovic?
- What are annuities, anyways?
- How much income do you want a year?
- What are fixed indexed annuities?
- What’s the catch?
- What’s the upside?
- What’s enhanced flexibility with withdrawals?
- What’s a great feature for dealing with unexpected expenses?
- How about an example?
- What about new calculation methods?
- What about the highest daily value method?
- What about the performance trigger method?
- What if you can have your cake and eat it too?
- What about the income flexibility benefit?
- Why are these features coming online now?
- Who is not the right fit for an annuity?
- What are the takeaways?
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