Latest Episodes
146
Should you surrender an annuity early?
Introduction to annuities and the importance of buyer education. ⚠️ Historically advised against early surrender due to potential losses. Positive market adjustments may offset...
145
Allianz 222 Exodus
️ Bryan Anderson discusses favorable trends in the annuity market for retirees. Concerns on Allianz contracts arise from greedy agents rather than the company...
145
Fidelity Investments is Marketing Annuities in 2024
01:21 Fidelity is now including annuity recommendations in their marketing efforts, reflecting a shift towards a more well-rounded retirement approach. 05:47 Fidelity is promoting...
144
Annuity Ladders: CD and Bond Alternatives
Annuity ladders, CDs, and bonds help manage interest rate risk and diversify investments. Yields on CDs, bonds, and annuities are similar, with tax differences....
143
Finding Value in Fixed Indexed Annuities
Welcome to episode 143 of the Annuity Straight Talk podcast! In this episode, titled "Finding Value in Indexed Annuities," we dive deep into the...
140
Are Roth Conversions Viable? A Case Study
Episode 140: Are Roth Conversions Viable? A Case Study In this episode of the Annuity Straight Talk podcast, Bryan Anderson explores the real costs...