39 min
Annuities Part 2 - Because Some Is Never Enough! Retirement Equals Freedom
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- Investing
Sometimes investment decisions (like saving for retirement) are black and white. No nuance or downsides.
But when it comes to annuities, there are shades of grey that The Retirement Equals Freedom Podcast is here to help you understand.
On this second of two parts, Host Josh Bretl shares FSR Wealth Strategies’ take on when, how and why certain annuities can make the perfect fit for clients whose portfolios need rounding out.
You’ll learn about various types of vehicles to consider, what makes them appealing and potential pitfalls to avoid.
Get to know the difference between immediate and deferred annuities and what distinguishes “protected income” buckets from “growth” buckets (from buckets of “fried chicken,” if – like Co-Host Dave Schmidt – you choose to go there!).
You’ll also find out why Fixed Index Annuities have a lot to offer as a steady stream of low-risk income.
If you’ve ever been intimidated (or put off) by the world of annuities, this is your invitation to take stock (on your own or with the help of a financial adviser) to determine whether they might make a good addition to your growing retirement nest egg.
If you missed Part I of this series, click this link to listen to Episode 40, “What’s Annuities Got to Do With It?”
If you haven’t already, please sign up for all the news you can use (+ lots of fun) at this link for the Retirement Equals Freedom podcast newsletter. You might also want to join the conversation at our private Facebook group, which you’ll find here.
Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!
Sometimes investment decisions (like saving for retirement) are black and white. No nuance or downsides.
But when it comes to annuities, there are shades of grey that The Retirement Equals Freedom Podcast is here to help you understand.
On this second of two parts, Host Josh Bretl shares FSR Wealth Strategies’ take on when, how and why certain annuities can make the perfect fit for clients whose portfolios need rounding out.
You’ll learn about various types of vehicles to consider, what makes them appealing and potential pitfalls to avoid.
Get to know the difference between immediate and deferred annuities and what distinguishes “protected income” buckets from “growth” buckets (from buckets of “fried chicken,” if – like Co-Host Dave Schmidt – you choose to go there!).
You’ll also find out why Fixed Index Annuities have a lot to offer as a steady stream of low-risk income.
If you’ve ever been intimidated (or put off) by the world of annuities, this is your invitation to take stock (on your own or with the help of a financial adviser) to determine whether they might make a good addition to your growing retirement nest egg.
If you missed Part I of this series, click this link to listen to Episode 40, “What’s Annuities Got to Do With It?”
If you haven’t already, please sign up for all the news you can use (+ lots of fun) at this link for the Retirement Equals Freedom podcast newsletter. You might also want to join the conversation at our private Facebook group, which you’ll find here.
Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!
39 min