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Healthy, Wealthy, & Wise Retirement Podcast


May 31, 2022

Today, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation.

We also discuss some of the pros and cons of each, so that you can make the best educated decision for yourself.

Specifically covered in this episode include: income annuities (both immediate and deferred), fixed annuities, and indexed annuities.

 

Resources mentioned on today's show:

Annuities, the Good, the Bad, & the Ugly (podcast)

Annuities, the Good, the Bad, & the Ugly (newsletter article)

 

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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 shermanl@integrityguidance.com 

 

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube