PODCAST · business
My Annuity Store Podcast
by Jason Caudill, MBA
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.
Episodes
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Buyers Guide to Deferred Annuities 2026
Emily and Michael discuss the 38 page Deferred Annuity Buyers guide published by Jason Caudill and My Annuity Store. Download your copy of the 38 page guide to deferred annuities here. This podcast provides an extensive overview of deferred annuities, providing essential insights into their…
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Best 5 Year Fixed Annuity Rates January 2026
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 layer of security to your retirement planning. We're specifically focusing…
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Retirement Planning with Annuities for a Financially Secure Retirment
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 likelihood of success even amidst inflation and fluctuating markets. With…
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The Best Annuity Companies Ranked by Sales
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 deep into the numbers using LIMRA’s Q2 U.S. Individual Annuity Sales report. A...
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How Much Does a $500,000 Annuity Pay Per Month?
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 payouts for various annuity types, the benefits of multi-year guaranteed annuities,...
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Best Fixed Annuity Rates
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 principal protection and tax-deferred growth, and discover who should consider...
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Are the Feds Being to Cautious with Rate Cuts?
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.
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Annuity Sales Boom & Trends
Why Annuities Sales are Booming
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Best Annuity Companies in 2025
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'll discuss various top providers and key factors to consider when choosing…
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How Much Money do I Need to Retire?
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.
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When Should I Turn on Social Security?
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 miss the concepts and insights Ryan covers in this episode! #myannuitystore...
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Is it Time to integrate annuities into your portfolio?
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.
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Understanding Annuities: A Consumer's Guide to Long-Term Financial Security
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 provisions, and payment plans. Listeners will learn essential considerations before...
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How Annuities Can Help Address Inflation in Retirement
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 costs of living and healthcare, we delve into the complexities of maintaining...
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A Comprehensive Guide to Deferred Annuities
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 of understanding fees, and the necessity of consulting independent advisors...
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Simplifying Complex Annuity Terms
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 understanding them can empower you to make informed financial decisions.
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Understanding Market Value Adjustments and Free Look Provisions in Annuities
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 benefits of the Free Look period that allows you to reassess your annuity...
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Type of Life Insurance Policies: A 10,000 ft Overview
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 even combine different products.In today's episode, we will go over the...
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ABOUT THIS SHOW
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.
HOSTED BY
Jason Caudill, MBA
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Frequently Asked Questions
How many episodes does My Annuity Store Podcast have?
My Annuity Store Podcast currently has 18 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is My Annuity Store Podcast about?
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...
How often does My Annuity Store Podcast release new episodes?
My Annuity Store Podcast has 18 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to My Annuity Store Podcast?
You can listen to My Annuity Store Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts My Annuity Store Podcast?
My Annuity Store Podcast is created and hosted by Jason Caudill, MBA.
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