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Episode 68: Annuities as a viable source of protected income

Episode 68: Annuities as a viable source of protected income

FromRetire With Style


Episode 68: Annuities as a viable source of protected income

FromRetire With Style

ratings:
Length:
40 minutes
Released:
May 30, 2023
Format:
Podcast episode

Description

In this episode, Wade and Alex break out the “A” word and discuss the many definitional concepts of annuities. We tackle some common misconceptions surrounding how they work (including some that many advisors don't realize exist). We further discuss how they are essentially a “risk-off” solution that fundamentally differs from an investment, “risk on” product. We conclude with a review of how the different annuity types fit within the RISA® framework for how someone wants to source retirement income. Listen now to learn more! 
 
Links 
If you're an advisor that would like to attend the next Retirement Income Masterclass, join our waitlist by visiting risaprofile.com/advisors.
If you are wondering if an annuity is right for you, contact the team at McLean Asset Management by visiting McLeanAM.com
 
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
 
Released:
May 30, 2023
Format:
Podcast episode

Titles in the series (97)

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.