Annuities! For years now they’ve been dissed, maligned and misunderstood … which is why we’re setting the record straight on this episode of Retirement Equals Freedom.
Host Josh Bretl, owner of FSR Wealth Strategies, explains why this particular investment vehicle has gotten a bad rap (Co-Host Dave Schmidt can relate) and how to educate ourselves on the facts.
As always, it comes down to taking a holistic look at your financial snapshot, including timelines, mix of investments and overall goals.
Sure. When it comes to annuities, there are some very real downsides. But in addition to outlining those, Josh is also helping us get clear about the fact that it’s not a black and white situation.
Or, to put it another way, as our host warns: “If you ever think something is always good, no matter what, you’ve got a problem. And if you think something is bad, no matter what, you’ve got a problem.”
This episode will help anyone who has shut the door on annuities to reconsider them as an investment option – one featuring growth as well as safety.
If you’re intrigued and want to know more, join us for an upcoming Part II that will take a closer look at what annuities offer, how they work and whether they might be just what you need to round out and grow your retirement nest egg.
Trigger Warning: If you’re partial to water chestnuts or have ever worked at a fast-food drive-thru window, the views expressed by your co-hosts may be upsetting. Jokes, we're just having fun.
041: Annuities Part 2 - Because Some Is Never Enough!
039: Choosing the Right Retirement Financial Advisor: A Checklist for Success
038: When It Comes to Taxes, It’s All in the Planning!
037: Waking Up to Bank Failures and What It All Means
036: De-Mystifying Medicare - Part 2
035: De-Mystifying Medicare - Part 1
034: FSR’s Mic Drop Mission Statement 2.0
033: Tax Challenges Are Unavoidable. But There Are Solutions!
032: Don’t Let Tax Drag Drag Your Investments Down!
031: SECURE Act 2.0 for Retirees – What You Need to Know!
030: Fun With 401k Plans - America's Greatest Savings Tool!
029: Your Annual IRA Contributions – When, Why & How Much!
028: 4 Things to Know Before Claiming Social Security (Part 3)
027: When Should You Claim Social Security? (Part 2)
026: Getting the Lowdown on Social Security (Part 1)
025: Factoring Longer Lifespans into Retirement Security – and Fun!
024: 2022 Year-End Financial Planning
023: What are Some Bond Alternatives?
022: All About Inflation Fighting I Bonds
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