EP 235: Buyer Beware: Avoiding Common Annuity Mistakes

Welcome to the Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®. In this episode, we're diving deep into the world of annuities with a focus on buyer beware. Annuities can be complex financial instruments, often carrying hefty penalties if terminated early. 

Nick and Jim discuss the importance of understanding these penalties and exploring the best strategies for navigating annuities wisely.

Whether you're considering an annuity for retirement planning or evaluating your current financial portfolio, join us as we unpack the crucial factors to consider when choosing the right path forward.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

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