Best The Annuity Man Podcasts (2025)

1
Annuity Light Switch Income Guarantees: Shootin' It Straight With Stan (TAM Classic) 9:22

5d ago9:22

9:22

In this episode, The Annuity Man discussed: Why would you want to stop taking in income? Three types of irrevocable lifetime income teams Light-switch Annuity Products Key Takeaways: There a myriad reasons why you would want to stop taking income, and there are annuity reasons that allow for this. One reason could be if tax laws change in the futur…

1
Building a Resilient Portfolio: Strategies for the Indian Investor | Ft. Akshay Chinchalkar 29:22

10h ago29:22

29:22

On this episode of Paisa Vaisa with Anupam Gupta, Akshay Chinchalkar, Head of Research at Axis Securities, shares smart strategies for asset allocation, choosing the right broker, and using AI in finance. Plus, career tips for aspiring analysts and a must-read book pick! 🔹 Topics Covered: ✅Smart Asset Allocation ✅Brokerage Insights ✅ AI & Career Op…

1
Shaping the Digital Backbone of Indian Sports | Ft. Siddharth Raman 49:23

7d ago49:23

49:23

In this episode of Paisa Vaisa, Anupam Gupta hosts Siddharth Raman, CEO of Sportz Interactive. They dive into the world of sports technology – what the company does and how it has evolved since inception. From powering IPL experiences to decoding the balance between brand collaborations and fan engagement, they explore how this bootstrapped company…

1
RCWS 011 - Navigating Market Noise with Perspective 8:18

11d ago8:18

8:18

In this episode of Red Clay on Wall Street, John Colegrove cuts through the headlines to bring clarity in the chaos. With market negativity dominating the news cycle, John shares why it’s critical to filter out the noise and focus on what truly matters for your long-term financial journey. From media tactics to surprising market rebounds, like the …

1
Scars of Scarcity: Shootin' It Straight With Stan (TAM Classic) 10:47

12d ago10:47

10:47

In this episode, The Annuity Man discussed: The fear of running out of money Solving the fear of running out Is FORO more important the FOMO? Using math to address FORO Key Takeaways: Most of us didn’t grow rich. We saw what it was like to live in scarcity, and today, many of us still carry those scars. Despite having millions or a portion of that,…

1
Equity Allocation in Financial Planning | Ft. Manish Gunwani 41:45

13d ago41:45

41:45

In this episode of Paisa Vaisa, Anupam Gupta hosts Manish Gunwani, Head of Equity at Bandhan AMC. They discuss the impact of India-Pakistan tensions on markets, India’s zero-deficit goal, and the manufacturing boom ahead. Manish shares his career journey, insights on Bandhan AMC’s products, views on interest rates, and the rising role of AI in inve…

1
Keep Your Powder Dry Annuity Income Planning: Shootin' It Straight With Stan (TAM Classic) 8:22

19d ago8:22

8:22

In this episode, The Annuity Man discussed: The value of annuities for lifetime income planning Laddering strategy with annuities Placing an annuity inside a trust Key Takeaways: When it comes to planning for lifetime income, annuities can be a valuable tool. However, it's essential to approach annuities with strategies that allow for flexibility a…

1
Shaping the Future of Chartered Accountants | Ft. Anand Bathiya 41:32

20d ago41:32

41:32

In this episode of Paisa Vaisa, Anupam Gupta hosts CA Anand Bathiya, President of the Bombay Chartered Accountants Society (BCAS), to delve into the pivotal role of Chartered Accountants in India's financial ecosystem, how BCAS plays an important role for CAs and more. 🔹 Topics Covered: ✅BCAS's Legacy ✅Support for Aspiring CAs ✅Collaborations with …

1
Avoiding Common Pitfalls With Annuity Purchases: Shootin’ It Straight With Stan (TAM Classic) 7:53

26d ago7:53

7:53

In this episode, The Annuity Man discussed: Focusing on contractual guarantees What annuities solve for Common annuity pitch traps Key Takeaways: Avoid non-guaranteed hypotheticals and focus on contractual guarantees when considering annuities. Buy annuities for specific needs like principal protection, income, long-term care, or legacy, not for ma…

1
Annuities, Free Look, Gen Z: The New Life Insurance Playbook | Ft. Srinivas Balasubramanian 55:43

28d ago55:43

55:43

In this episode of Paisa Vaisa, Anupam Gupta hosts Srinivas Balasubramanian, Head of Products & Marketing at ICICI Prudential Life Insurance, for a deep and insightful conversation about how the life insurance industry is evolving with changing customer expectations, government regulations, and generational shifts. From how Gen Z views insurance to…

1
RCWS 010 - The Social Security Fairness Act What it Means for Educators and Public Servants 11:53

1M ago11:53

11:53

Dr. John Colegrove dives into the Social Security Fairness Act, a significant legislative update that impacts thousands of public sector employees—including Gwinnett County Public School educators and staff, firefighters, and federal workers. John explains the repeal of two major penalties: the Windfall Elimination Provision (WEP) and the Governmen…

1
Comparing Index Annuity Income Riders and DIAs: Shootin’ It Straight With Stan (TAM Classic) 9:49

1M ago9:49

9:49

In this episode, The Annuity Man discussed: An overview of Deferred Income Annuities Finding the best fit Income Riders attached to Indexed Annuities Key Takeaways: DIAs are essentially single-premium immediate annuities deferred past one year. It has no moving parts, no annual fees, and no market attachment, making it a straight transfer of risk f…

1
Cricket, Branding & Business: Why Team Sponsorships Matter | Ft. Nitin Navneet Tatiwala 33:47

1M ago33:47

33:47

In this episode of Paisa Vaisa, Anupam Gupta hosts Nitin Navneet Tatiwala, VP Marketing, Customer Experience & Air Network (MEISA), FedEx. The logistics giant is currently in news for sponsoring one of the most celebrated teams, Chennai Super Kings in the ongoing Indian Premier League. Their conversation starts with the inception of the FedEx, its …

1
RCWS 009 - Thirty In, Thirty Out: A Principal’s Path to a Peaceful Retirement 18:53

1M ago18:53

18:53

In this episode of Red Clay on Wall Street, John Colegrove sits down with Ryan Queen, principal of Trickum Middle School, who is preparing to retire after a full career in education. Ryan opens up about his journey through Georgia’s public school system, how he and his wife, both lifelong educators, approached retirement planning, and the moment Jo…

1
Fixed Rate No Brainer: Shootin' It Straight with Stan (TAM Classic) 7:29

1M ago7:29

7:29

In this episode, The Annuity Man discussed: Should you purchase I Bonds? Treasuries are as safe as it gets Five places to put your money Inflation is personal Key Takeaways: Purchasing I Bonds is a no-brainer. Go to treasurydirect.gov to buy direct from the treasury I Bonds. Treasuries are as safe as it gets because they can tax us and confiscate o…

1
How Brokerages Are Changing the Way India Invests | Ft. Dhiraj Relli 46:51

1M ago46:51

46:51

In this episode of Paisa Vaisa, host Anupam Gupta welcomes Dhiraj Relli, MD & CEO of HDFC Securities. With HDFC Securities marking its 25th year, Dhiraj shares key insights into the company's journey, the impact of recent regulatory changes, and the broader trends shaping India’s brokerage industry. The conversation dives deep into India’s growing …

1
Traditional or Reverse MYGA Ladder Strategies: Shootin' It Straight With Stan (TAM Classic) 6:52

2M ago6:52

6:52

In this episode, The Annuity Man discussed: Traditional laddering with MYGAs What is “reversing”? Traditional laddering and reversing Key Takeaways: You do a traditional 3-year, 4-year. 5-year ladder if you are hoping that rates will go higher. It’s a strategy you use when you want to have money as the rates are rising so that you can attach yourse…

1
Visa India on Digital Payments & Safety | Ft. Vipin Surelia 27:52

2M ago27:52

27:52

In this episode of Paisa Vaisa with Anupam, our host is joined by Vipin Surelia, Head of Risk Services at Visa, India & South Asia, to dive deep into the world of secure digital payments. Vipin shares how India has emerged as a key market for Visa and reflects on the major shifts in the country’s payments landscape over the past decade. As scams an…

1
How Trust Fuels the Credit Ecosystem! | Ft. Jairam Sridharan & Bhavesh Jain 43:04

2M ago43:04

43:04

In this episode of “Credit Conversations with CIBIL”, Anupam sits down with industry expert Mr. Jairam Sridharan, MD of Piramal Finance Limited, and Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL. Together, they delve into the crucial role of trust in financial services, the impact of digitization on credit evaluation, and key strategies for streng…

1
Lovingly Handcuffing Your Beneficiaries with Annuities: Shootin' It Straight With Stan (TAM Classic) 7:15

2M ago7:15

7:15

In this episode, The Annuity Man discussed: Protecting your beneficiary from dumb choices How Stan lovingly handcuffs his beneficiaries Handcuffing your loved ones is good for them Key Takeaways: Lovingly handcuffing your beneficiaries with annuity guarantees protects them from making dumb decisions with lump sums. Stan has written in the trust tha…

1
The FUTURE of MSME Lending | Ft. Harshvardhan Lunia 45:25

2M ago45:25

45:25

In this episode of Paisa Vaisa, Anupam Gupta sits down with Harshvardhan Lunia, Founder & MD, Lendingkart understanding the world of MSME lending and how small businesses across India are being funded like never before. They cover the rise of digital lending, regulatory challenges, and what makes MSME finance both promising and risky. Harshvardhan …

1
Belt & Suspenders Annuity Strategies: Shootin' It Straight With Stan (TAM Classic) 11:36

2M ago11:36

11:36

In this episode, The Annuity Man discussed: State guaranty funds The true safety of the industry Life insurance companies are more regulated Assigning unused money to beneficiaries Key Takeaways: If you look at the state guaranty fund, each state has a specific rule in place to protect you and your money in case something happens to the carrier. Yo…

1
How Comic Con India Won Fans | Ft. Jatin Varma 55:43

2M ago55:43

55:43

In this episode of Paisa Vaisa with Anupam Gupta, we dive into the incredible journey of Comic Con India—from its inception to becoming a massive pop culture phenomenon. Jatin Varma, the founder of Comic Con India, discusses the challenges of bringing an international concept to the Indian market, the business behind fandom, and the evolution of co…

1
AI & The Future of Lending | Ft. Sudipta Roy & Bhavesh Jain 49:24

2M ago49:24

49:24

In this episode of "Credit Conversations with CIBIL," we delve deep into the transformative power of technology in India's credit ecosystem. Join our host as we engage with Mr. Sudipta Roy, MD & CEO of L&T Finance, and Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL. Discover how digital advancements, including AI and blockchain, are reshaping credi…

1
Ambition and Innovation – Bajaj AMC’s Vision for the Future Ft. Ganesh Mohan 23:52

2M ago23:52

23:52

“For every ₹1 lakh in your savings account, you're losing ₹10 per day.” Sounds unbelievable? Think again! In this exclusive episode of Paisa Vaisa, Anupam sits down with Ganesh Mohan, CEO of Bajaj Finserv AMC, to uncover: -How Savings+ can help you earn more from idle money -The biggest mistake investors make & how to fix it -How behavioral finance…

1
Annuities: A Strategy, Not a Game: Shootin' It Straight With Stan 10:40

2M ago10:40

10:40

In this episode, The Annuity Man discussed: Retirement planning is not a game Asking hard questions Diversification and limits Two key questions to ask Key Takeaways: Stan emphasizes that choosing an annuity is not about sales tactics or commissions, but about protecting your life's hard-earned savings and creating a secure retirement strategy. Alw…

1
Mutual Funds: Adapting to New Investor Trends | Ft. Aashish Somaiyaa 53:45

2M ago53:45

53:45

The mutual fund industry is witnessing a significant shift in investor behavior, driven by changing risk appetites, social media influence, and a focus on high-return strategies. Dive into the forces driving this shift on Paisa Vaisa, as Anupam Gupta hosts Aashish Somaiyaa, CEO of White Oak Capital Management, to unpack the changing dynamics of the…

1
Bridging the Gap - Evaluating the Credit Landscape | Ft. Bhavesh Jain & Bhushan Padkil 22:27

2M ago22:27

22:27

In this episode of “Credit Conversations with CIBIL”, host Anupam Gupta dives into India’s evolving credit landscape with Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL, and Mr. Bhushan Padkil, SVP and Head of Direct-to-Consumer Business at TransUnion CIBIL. Together, they discuss the growing importance of credit and the impact it has on our lives.…

1
The Power of Compounding – Building Wealth Through SIPs Ft. Kushal Lodha 27:50

2M ago27:50

27:50

Want to turn ₹8,000/month into ₹5 CRORES? Sounds crazy, right? But it's not! In this episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund, we break down the REAL power of compounding and how even small, disciplined investments can lead to massive wealth. Who better to explain than Kushal…

1
Swap Your Income Rider for a SPIA: Shootin' It Straight With Stan 10:18

3M ago10:18

10:18

In this episode, The Annuity Man discussed: Income Riders vs. Single Premium Immediate Annuities (SPIA) Comparison Process Strict rules Probability of Improvement Key Takeaways: Stan explains that in some cases, you can potentially swap an income rider from a variable or indexed annuity for a SPIA with a higher guaranteed lifetime income stream. To…

1
Why Index Funds Matter | Ft. Vetri Subramaniam, CIO, UTI Mutual Fund 21:15

3M ago21:15

21:15

In this discussion on Paisa Vaisa, our host Anupam Gupta in conversation with Vetri Subramaniam, CIO, UTI Mutual Fund breaks down the UTI Nifty Index Fund—its expenses, investor trends, and the evolving role of passive investing in India. They explore how distributors reacted at launch, the fund’s long-term investors, and why Nifty remains a key be…

1
Financial Inclusion - TransUnion CIBIL’s Commitment 33:04

3M ago33:04

33:04

In this episode of “Credit Conversations with CIBIL”, Anupam chats with esteemed guests Mr. M. V. Nair, Advisor at TransUnion CIBIL, and Mr. Bhavesh Jain, MD and CEO of TransUnion CIBIL. Together, they explore the crucial role of credit bureaus in India's evolving financial ecosystem, the importance of CIBIL Score, and how financial inclusion initi…

1
Navigating Economic Uncertainty – Strategies for Resilient Investing Ft. Vivek Kaul 36:01

3M ago36:01

36:01

In this episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund, Anupam sits down with Vivek Kaul, an economist, best-selling author, and financial expert, to break down the biggest challenges investors face in today’s uncertain economy. If you’re worried about market volatility, inflation,…

1
FIAs: The Real Story: Shootin' It Straight With Stan 11:31

3M ago11:31

11:31

In this episode, The Annuity Man discussed: Annuities were never meant to be a market product The complexity of index options Misleading sales pitches to avoid listening to Annuities solve for your specific goals Key Takeaways: Fixed indexed annuities were created in 1995 to compete with CD returns, not to provide true market participation. They ar…

1
Inside the Sports Business | Ft. Suhail Chandhok, CEO - U Mumba 1:09:41

3M ago1:09:41

1:09:41

In this episode of Paisa Vaisa, Anupam Gupta explores the sports business with Suhail Chandhok, CEO of U Mumba and Co-Founder of Elev8 India Sportz. Suhail shares his journey from athlete to entrepreneur and the challenges of managing a sports franchise. 🔹 Topics Covered: Sports Franchise Management – How to start, attract partners, manage players,…

1
Inside India's Credit Bureaus Ft. Mr. Bhavesh Jain | How CIBIL Aids Your Financial Future! | Powered By Transunion CIBIL 18:51

3M ago18:51

18:51

In this episode of “Credit Conversations with CIBIL”, host Anupam Gupta is joined by Mr. Bhavesh Jain, MD & CEO of TransUnion CIBIL, where he delves into the pivotal role of credit bureaus in India's financial landscape. Discover the history, significance, and impact of the CIBIL Score, and learn how TransUnion CIBIL is fostering financial inclusio…

1
How Women Can Build Wealth & Invest Smartly | ft. Aparajita Sharma on Bursting Money Myths 23:05

3M ago23:05

23:05

"Women are natural investors. They think long-term, focus on security, and avoid reckless risks. But then why do so many women still rely on others to manage their money?” - Aprajita Sharma In this Women’s Day Special episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund. We break down wh…

1
Annuities and Timing The Cost of Waiting: Shootin' It Straight With Stan 9:15

3M ago9:15

9:15

In this episode, The Annuity Man discussed: You can’t time annuities Annuities provide guarantees The cost of waiting Annuities are not bought for market growth Key Takeaways: You can't time the market when it comes to annuities - there is no "perfect" time to buy. Annuities can provide different contractual guarantees like principal protection, li…

1
How to Beat Market Volatility! insights from Suresh Soni of Baroda BNP Paribas 32:57

3M ago32:57

32:57

Should you panic during market downturns or stay invested? Find out as Suresh Soni, CEO of Baroda BNP Paribas Mutual Fund, joins Anupam Gupta on Paisa vaisa Podcast. They break down mutual fund strategies, SIP vs. lump sum investing, and whether small/mid-cap stocks are overvalued! 💰📊 🔹 Topics Covered: ✅ How SIP investors can survive market crashes…

1
Credit Conversations With CIBIL | Your Ultimate Credit Guide! | Official Trailer 1:52

3M ago1:52

1:52

💡Your CIBIL Score has a great influence on your financial future—are you managing it right? Welcome to "Credit Conversations with CIBIL", a power-packed special series on the Paisa Vaisa Podcast powered by TransUnion CIBIL that dives deep into the world of credit, lending, and financial inclusion. In this exclusive series, we bring together top ind…

1
Mastering Investment Psychology: Insights from Nimesh Chandan on Avoiding Emotional Pitfalls 37:16

3M ago37:16

37:16

"The Crowd is Right on Trends but WRONG at the End!" - Nimesh Chandan Why do investors keep making the same emotional mistakes in the stock market? Why do we chase stocks at their peak and panic sell at the bottom? In this special episode of Wealth Creation Simplified, an investor education and awareness initiative by Bajaj Finserv Mutual Fund our …

1
Wealth Creation Simplified : Master Smart Investing & Financial Planning | Official Trailer 2:01

3M ago2:01

2:01

🔹 Are you investing the right way? 🔹 Do you know the biggest mistake most young investors make? 🔹 Want to build long-term wealth with smart strategies? On Paisa Vaisa, we kick off Wealth Creation Simplified—a new special sub series powered by Bajaj Finserv Mutual Fund. @bajajfinservmf We’re here to make investing simple, practical, and actionable f…

1
Gap Filling Income Strategies Before Social Security: Shootin' It Straight With Stan 14:03

3M ago14:03

14:03

In this episode, The Annuity Man discussed: Gap Filling and Annuity Options: Social Security Timing and Considerations: Balancing Emotional and Financial Well-being: Flexibility and Lifetime Guarantees with Annuities: Key Takeaways: You need to find ways to cover your income needs before Social Security kicks in, typically from ages 62 to 70. Consi…

1
Is PMS & AIF the future of smart investing? | ft. Manish Sonthalia of Emkay 44:41

3M ago44:41

44:41

What if your money could work like a billionaire’s? In this episode host Anupam Gupta sits down with Manish Sonthalia (CIO, MK Investment Managers) to unravel the world of Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). They discuss why PMS is a preferred choice for HNIs & UHNIs, how it differs from mutual funds, and wh…

1
Lifestyle Income Guarantee: Shootin' It Straight With Stan 9:49

3M ago9:49

9:49

In this episode, The Annuity Man discussed: Retirement planning essentials Achieving financial security in retirement Determining a lifestyle number Key Takeaways: Lifestyle income guarantees are crucial for retirement planning, allowing retirees to live their desired lifestyle without worrying about market fluctuations or economic uncertainties. A…

1
Self Made Millionaire's Story | ft. Jimmy Mistry of Della Luxury Products 1:01:01

4M ago1:01:01

1:01:01

On this episode, Anupam chats with Jimmy Mistry—an iconic designer, hotelier, adventurer, community builder, and real estate developer. They dive into Jimmy’s visionary journey, from creating ultra-luxury lifestyle projects to pioneering India’s first D2C luxury interior brand, Della Luxury Products. He shares insights on craftsmanship, Atmanirbhar…

1
Annuity Companies Are Not Smarter Than Banks: Shootin' It Straight With Stan 10:54

4M ago10:54

10:54

In this episode, The Annuity Man discussed: Annuity companies are more regulated than banks Features that protect the annuity industry There is no run on annuities How the banking crisis will affect the annuity industry Key Takeaways: Annuity companies are more regulated than banks, with features like surrender charges and market value adjustments …

1
Life Insurance & Retirement: Trends and Strategies with Manish Alagh of Kotak Mahindra 32:12

4M ago32:12

32:12

On this episode, Anupam chats with Manish Alagh, Head of Tied, Wealth, Insurance Manager & Direct Marketing Channels at Kotak Life Insurance. They explore the latest trends in the life insurance industry, discuss innovative products, and uncover effective retirement planning strategies. Learn about annuities, when to consider them, and how to build…

1
4 Contractual Paths to Income Later: Shootin' It Straight With Stan 9:48

4M ago9:48

9:48

In this episode, The Annuity Man discussed: 4 contractual paths to future income Factors that affect the suitability of a plan for your situation Immediate Annuities No free lunch Key Takeaways: There are 4 main contractual paths to achieve future income: 1) Buying an immediate annuity when income is needed, 2) Using a "My Go-To SPIA" Fixed-Rate An…

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