Hosted by Jason Caudill, MBA · 🇺🇸 US · EN · 17 episodes
Established thought leaders with verified media credentials.
Welcome to the My Annuity Store Podcast, your trusted resource for navigating the world of annuities. Founded by industry veterans with over 40 years of combined experience and a remarkable track record of distributing more than $1.5 billion in annuities. My Annuity Store is on a mission to democratize access to these powerful financial tools. As a 100% independent firm, we pride ourselves on delivering a personalized, boutique client experience to every individual we serve. Tune in for valuable insights, expert advice, and practical strategies to secure your financial future.
Jason Caudill, MBA hosts My Annuity Store Podcast, a business show with 17 episodes published.
Best 5 Year Fixed Annuity Rates for January 2026 - up to 6.30%. Alright, folks! Today we’re diving deep into a topic that is crucial for your financial future: annuities! You know, those financial products that can add a
In this episode of the My Annuity Store Podcast we explore essential strategies to protect your retirement savings utilizing annuities. Integrating Annuities as a part of your fixed income portfolio can increase your lik
Wondering who the best annuity companies are in 2025? If so, then this five minute episode is just for you. The My Annuity Store team “nerds-out” as they break out the top 10 annuity companies by product type. We dig dee
In this episode, we break down the intricacies of annuity rates for fixed and indexed products, highlighting the financial implications of purchasing annuities at different ages. Listeners will learn about monthly payout
In this episode, we delve into the world of fixed annuities, exploring current rates for 3, 5, 7, and 10-year options. Learn how to choose the best annuity to fit your investment needs, understand key features such as pr
Ryan McGee and Jason Caudill discuss a potential interest rate cut at the July 30 Federal Reserve meeting and the potential impacts on annuity rates.
In this episode, we explore the best annuity companies of 2025 tailored to diverse financial needs. From Lincoln Financial Group leading as the best overall to specialized options like MassMutual for immediate income, we
In this episode, we address the big question: how much money do I need to retire? Learn how implementing annuities into your retirement plan can simplify your path to a financially secure retirement.
My Annuity Store's Retirement Income Planning specialist, Ryan McGee, discusses strategies to maximize your Social Security Benefits. If you are considering turning on your Social Security benefits, you won't want to mis
The shift from an accumulation mindset to distribution can be challenging. In this episode we discuss why you may consider allocating a portion of your assets into a lifetime income stream using annuities.
This podcast episode delves into annuities, a long-term investment vehicle designed to provide future income. We explore various types of annuities, including immediate, deferred, fixed, and variable options, key provisi
In this episode, we explore the evolving landscape of retirement and the financial challenges many retirees face today. From the shift from defined benefit plans to self-funded options like 401(k)s, to the increasing cos
This podcast episode demystifies deferred annuities, detailing their key features, types, and essential considerations for potential buyers. Listeners will learn about the accumulation and payout periods, the importance
In this episode, we will break down the essential components of buying an annuity, including various charges, interest rates, and surrender rights. Learn how these factors influence your annuity’s value and how understan
This podcast episode delves into Market Value Adjustments (MVA) and Free Look Provisions in annuity contracts. We explain how MVAs might modify the value of your annuity based on market interest rates and highlight the b
When considering your family’s future, you may want to ensure they’ll be protected financially if something ever happens to you. Once you decide how much life insurance you need, you can choose from several options and e
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My Annuity Store Podcast is hosted by Jason Caudill, MBA. The show is categorised under business (investing) and has published 17 episodes.
My Annuity Store Podcast has published 17 episodes.
My Annuity Store Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of My Annuity Store Podcast average 5 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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