The Retirement Message

Annetta Carter
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The Retirement Message

Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.

  1. 6D AGO

    Best Of: The "Golden" Age of Annuities and How Long Will My Retirement Be?

    Annetta Carter and Kevin McAlpin take a look at what some have called the "Golden Age of Annuities" and what annuities could look like in your retirement plan. Plus, many have thought about the age at which they might retire, but some haven't thought about how long they might be retired. Your retirement could last 20 to 30 years or more. Are you prepared for that? Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    20 min

  2. APR 15

    Astronauts, Annuities and Ed Slott

    Recently astronauts were trapped in space for a longer period than they expected. Obviously that came with more obstacles and challenges than they originally planned for. This is the same when retirement lasts longer than a retiree expects. Are you prepared and do you have enough income to make it last? Annetta Carter can help with that. And with it being tax time, Ed Slott recently talked about tax planning as opposed to tax preparing. Annetta dives into this deeper and gives us tips to be aware of tax-wise. Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! Follow us on social media: Facebook | LinkedIn  See omnystudio.com/listener for privacy information.

    22 min

  3. APR 8

    A personalized plan is better than any trend or app

    A new app for smart phones will allow someone to track the investments of key political and world figures. While this can be helpful, no investment strategy is one size fits all. Annetta Carter tells us why it is important to have a personalized retirement plan and how that is more crucial than following trends or an app. Check out this week's episode for all of this and more from Annetta Carter and Magnolia Financial Strategies! Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    22 min

  4. APR 1

    Addressing the negativity around fees and annuities

    There are fees associated with almost everything that you purchase. Retirement planning is no different. Annetta Carter helps us to realize that fees aren't always a bad thing as long as you are receiving value from what they're being spent on. Also in this episode, she takes some of the negativity away from annuities and tells you which annuities are ones you should actually look into for your portfolio. Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    19 min

  5. MAR 25

    Best Of: Social Security and When to Take It

    Annetta Carter and Kevin McAlpin discuss Social Security benefits and whether it might be a good idea to take them early. Annetta gets personal and discusses how this could, will and does affect her own family. While not every situation is the same, Annetta lays out a good gameplan for those who might be having similar questions or concerns about Social Security or anything else that might have to do with a retirement plan. Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    17 min

  6. MAR 18

    Annuities and Volatility in the Market

    Annetta Carter and Kevin McAlpin take a deeper look at annuities and why they might get the bad rap that they do. Are there better ways to think about annuities and could they make sense for your portfolio? Plus, with the volatility in the market today, what does Annetta think about investing and how does MarketGuard play a part in it all. Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    20 min

  7. MAR 11

    Best Of: Trump Tax Cuts?

    Annetta Carter and Kevin McAlpin dive into what we can expect with Trump's tax cuts and if he will continue them beyond 2025. In the meantime, Annetta offers suggestions to take advantage of the low tax rates and to make Roth conversions while the rates are to our advantage. Annetta also addresses common misconceptions when it comes to annuities and highlights fixed index annuities specifically. Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    18 min

  8. MAR 4

    The "Golden" Age of Annuities and How Long Will My Retirement Be?

    Annetta Carter and Kevin McAlpin take a look at what some have called the "Golden Age of Annuities" and what annuities could look like in your retirement plan. Plus, many have thought about the age at which they might retire, but some haven't thought about how long they might be retired. Your retirement could last 20 to 30 years or more. Are you prepared for that? Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today! See omnystudio.com/listener for privacy information.

    20 min
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    About

    Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.

    Information

    • Creator
      Annetta Carter
    • Years Active
      2022 - 2025
    • Episodes
      52
    • Rating
      Clean
    • Copyright
      © 2025 Annetta Carter
    • Show Website
      The Retirement Message

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