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Healthy, Wealthy, & Wise Retirement Podcast

Jun 14, 2022

Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.

We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.

Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment of all 14 retirement risks, personalized to your situation.


Resources mentioned on today's show:

6 Long-Term Care Strategies (podcast)

Let's Get Clear About FEES (podcast)

Tax Harvesting (podcast)

Tax Harvesting (newsletter article)

What is a Fiduciary?

About Me

Podcast Page (Schedule an Intro Call here)

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at 


Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube