53 min listen
Episode 68: Annuities as a viable source of protected income
Episode 68: Annuities as a viable source of protected income
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
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)
Episode 36: Beyond the 4% Rule: Part 2 - Varied and Various Variable Distribution Strategies: In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work - including some of the different rules and techniques that you can use with your retirement income plan. To learn more, click here to join our Retiremen... by Retire With Style