Income Investor Podcast Ep. 9 – Charles Rotblut: Contractual Guarantees in a Portfolio

crotblutPodcast Hosts: Jimmy Dot Direct & Stan The Annuity Man
Podcast Guest: Charles Rotblut

Podcast discussion:

  • Who is AAII
  • Membership Benefits
  • Charles Model Portfolios
  • Charles thoughts on annuity contractual guarantees in a portfolio
  • Charles market and planning projections
  • Conclusion
  • Website: //
    Books: Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio“Charles Rotblut is a vice president with the American Association of Individual Investors. He is the editor of the AAII Journal, co-created AAII’s Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update newsletter. Charles is a Wall Street Journal expert panelist and a regular guest on MoneyLife with Chuck Jaffe. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.A holder of the right to use the Chartered Financial Analyst designation, Rotblut has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Charles holds a bachelor’s of science in journalism from the University of Kansas.Charles regularly speaks to the media, including The Wall Street Journal Radio Network, Canada’s Business News Network, and Reuters. He has also appeared on CNBC, Bloomberg Television, and Fox Business.


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