Q&A Vol. 1 — Social Security Timing, Annuity Skepticism, and the Sales Call Question
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Q&A Vol. 1 — Social Security Timing, Annuity Skepticism, and the Sales Call Question
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Two listener questions, and underneath both of them, the same thing:
trust. Rick is 62 and has spent two years stuck on when to file for
Social Security — his wife says wait, his brother says take it now, and
his advisor handed him a spreadsheet he doesn't understand. Sandra asks a blunter question: aren't annuities just a way for an advisor to make a commission — so why should she trust the recommendation at all?
In this episode, two hosts dig into both answers — why Social Security
is longevity insurance rather than a savings account, why the standard
"breakeven age" math misses the surviving spouse entirely, and the
honest, no-deflection standard for evaluating any product recommendation: not "do I trust this category," but "does this specific instrument solve my specific problem, on terms I can verify."
This is a companion series exploring ideas from The Income Standard,
hosted by Tod Long. Hear Tod himself, in his own voice, on the flagship
show — link below.
theincomestandard.com