Mike Webb, (formerly of Cammack Retirement, now being part of Captrust) who has been one of the true 403(b) thought leaders in the country for a number of years, runs a podcast series called called “Revamping Retirment.” Mike wanted to have a conversation with me about annuities. We do talk about 403(b)’s in the video, of course, but also of many other annuities issues, like the reluctance of sponsors to take up lifetime income, the value of annuities as well as their problems as they are currently being sold in the market. This resulted in a refreshing 21 minutes or so of great conversation-watch out J.D. Carlson and his gang at Retireholics! Watch and listen to the Annuity Conversation here.
I hope you enjoy, but I do warn you: in the video, I’m in my full COVID-Beard #2….