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Tag Archive: rob brinkman

How To Manage Risk on Retirement Investments in 2014

Rob Brinkman

If you are planning to retire, or nearing retirement, then this video is for you. The S&P500 went down 37% in 2008 and it’s been up 5 years straight. Ironically (and scary), this same trend happened from 2003-2007 before having another huge meltdown. Have you ever noticed Is there risk inherent in that scenario? Even if the same cycle doesn’t appear (which it most certainly will NOT), it is inevitable that we will have another recession at some point. Everything goes in cycles, including recessions,...

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Why You Should NOT Put ALL Your Money In Annuities

Rob Brinkman

You have heard the old saying “Don’t put all of your eggs into one basket” before right? Well the saying holds very true for annuities as well. No matter how safe an annuity is perceived to be, and no matter how much contractually guaranteed income that the annuity can spin off for you, there is no reason that anyone should put all (or even almost all) of their money into annuities. This video goes over the history of annuity suitability and also discusses who can...

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How Annuities Can Solve Today’s Retirement Income Catch-22

Rob Brinkman

Joseph Heller wrote his American Classic ‘Catch-22’ in 1961 and the book title has become the catch phrase for a a paradoxical situation from which an individual cannot escape because of contradictory rules. There are Catch-22’s in the investment world, particularly when it comes to retirement income. In this video, Rob Brinkman, explores the Catch-22 as it relates to the 4% Withdrawal axiom in our current environment where the 10-Treasury is trading well below that. In a case study he demonstrates a Bucket Strategy, using...

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What Annuities and Apple Juice Have in Common (Advanced Annuity Review)

Rob Brinkman

In this video, you will learn some advanced annuity concepts, the pros and cons of annuities, and why annuities are similar to apples in the fact that there is only so much juice you can squeeze from each product. Given the large amount of Index Annuities available for investors, the average consumer can quickly get overwhelmed.  This educational video walks the viewer through the different variables and how they affect one another inside an annuity contract. This educational video explains (in a very detailed, yet...

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