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Hosted by Fexingo · 🇺🇸 US · EN · 103 episodes
Established thought leaders with verified media credentials.
Lucas and Luna cut through the noise of retirement income by examining annuities as a portfolio-building tool, not a product pitch. Each episode takes a single income product — fixed indexed, deferred, immediate, variable, or a lesser-known rider — and breaks down how it works, what it costs, and where it fits beside Social Security, pensions, and drawdown strategies. They rely on real insurer filings, SEC disclosures, and historical payout data, never general advice. Lucas dissects the fine print of surrender charges and guaranteed minimum benefits; Luna presses on opportunity cost, inflation risk, and liquidity trade-offs. Together they ask: should an annuity ever be the default choice? Who benefits from the commissions? And when does a ‘guaranteed income stream’ become a trap? For the listener who wants to understand insurance investments without being sold one.#Annuities #RetirementIncome #FixedIndexedAnnuities #VariableAnnuities #ImmediateAnnuities #DeferredIncomeAnnuities #Rider
Fexingo hosts Annuities with Fexingo: Income Products, Retirement Planning, and Insurance Investments, a business show with 103 episodes published.
In episode 129 of Annuities with Fexingo, Lucas and Luna explore a creative strategy: using a fixed annuity to accumulate capital for a real estate investment trust (REIT) purchase. They walk through a specific case stud
This episode explores a lesser-known retirement strategy: using fixed annuities to fund a health savings account (HSA). Lucas and Luna discuss how a fixed annuity can serve as a dedicated savings vehicle for future medic
Episode 127 of Annuities with Fexingo explores a powerful yet underused strategy: using a fixed annuity within a spousal IRA for a non-working spouse. Lucas and Luna break down the IRS 'compensation' rules that allow a w
In episode 126 of Annuities with Fexingo, Lucas and Luna explore how fixed annuities can serve as a disciplined, tax-efficient tool for paying off a mortgage before or during retirement. They walk through a specific case
Lucas and Luna explore a specific strategy: using a fixed annuity to fund a grandchild's 529 college savings plan. They walk through a real-world example: a 65-year-old grandparent contributes $100,000 to a multi-year gu
Episode 124 of Annuities with Fexingo tackles a common objection: fixed annuities don't protect against inflation. Lucas and Luna explore how fixed indexed annuities with inflation-linked riders, combined with a bond lad
Episode 123 of Annuities with Fexingo. Lucas and Luna tackle a common retirement planning dilemma: using fixed annuities to save for a home down payment. They walk through a concrete case of a 40-year-old who wants to bu
In this episode of Annuities with Fexingo, Lucas and Luna explore a lesser-known strategy: using fixed annuity payouts to fund a permanent life insurance policy. They break down the mechanics of swapping a predictable in
In this episode of Annuities with Fexingo, Lucas and Luna explore how fixed annuities can be used to fund a special needs trust, providing reliable income for a disabled beneficiary without jeopardizing their eligibility
Episode 120 of Annuities with Fexingo explores how fixed annuities can serve as a smarter alternative to taking a lump-sum pension buyout. Lucas and Luna walk through a concrete example: a 62-year-old retiree, Maria, off
Episode 119 of Annuities with Fexingo explores a strategic use of fixed annuities few advisors discuss: funding a donor-advised fund (DAF) to maximize charitable giving and tax benefits. Lucas and Luna walk through a con
In this episode of Annuities with Fexingo, Lucas and Luna explore how fixed annuities can serve as a strategic funding source for a charitable remainder trust, or CRT. They walk through a specific case: a retired couple
Episode 117 explores a lesser-known feature of fixed annuities: the ability to pass accumulated gains to a non-spouse beneficiary without the immediate income tax hit that comes with other retirement accounts. Hosts Luca
Lucas and Luna explore how fixed annuities can power a self-directed solo 401k for the self-employed. They walk through the mechanics of using an annuity as the plan's stable-value bucket, funding it via pretax contribut
Lucas and Luna explore a creative retirement-income strategy: using fixed annuity payouts to fund a grandchild's 529 college savings plan. They walk through the mechanics, the tax implications, and the estate-planning be
In this episode of Annuities with Fexingo, Lucas and Luna explore how fixed annuities can be used as a Qualified Longevity Annuity Contract (QLAC) strategy to reduce Required Minimum Distributions (RMDs) from retirement
In this episode, Lucas and Luna explore how fixed annuities can serve as the funding mechanism for a Deferred Sales Trust, a strategy that allows business owners to defer capital gains taxes when selling a highly appreci
In Episode 112, Lucas and Luna explore how fixed annuities can help retirees avoid the dreaded sequence of returns risk. Using a real-world case of a retiree in July 2026 who retired in late 2021, they show how a fixed a
In this episode, Lucas and Luna explore how fixed annuities, specifically multi-year guaranteed annuities (MYGAs), can replace a traditional bond ladder in retirement portfolios. They compare MYGA yields to five-year Tre
Episode 110 of Annuities with Fexingo explores a powerful but underused strategy: using a fixed annuity to bridge the gap between early retirement and filing for Social Security at age 70. Lucas and Luna walk through a c
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Annuities with Fexingo: Income Products, Retirement Planning, and Insurance Investments is hosted by Fexingo. The show is categorised under business and has published 103 episodes.
Annuities with Fexingo: Income Products, Retirement Planning, and Insurance Investments has published 103 episodes.
Annuities with Fexingo: Income Products, Retirement Planning, and Insurance Investments regularly covers business. It sits in the business category.
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Episodes of Annuities with Fexingo: Income Products, Retirement Planning, and Insurance Investments average 10 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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