Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.6 • 1.2K Ratings

🗓️ 17 July 2019

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode of Retirement Answer Man, we’ll consider the pros and cons of fixed annuities. During this series on annuities, we are discussing whether annuities are right for your retirement. Many people choose pretirement as an income floor...

Transcript

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0:00.0	You think you're ready for this?
0:06.2	We're going to be talking fixed annuities.
0:10.2	We're going to be talking fixed annuities.
0:18.0	Today on the Retirement Answer Man Show.
0:29.6	Fixed annuities on the show today as we continue this month of diving in to take a critical look at annuities in retirement.
0:32.6	Listen to the crowd cheer.
0:35.5	Welcome to the show.
0:36.2	My name is Roger Whitney.
0:37.9	I am your host and this is the show,
0:41.5	if you've not been here before, that is designed to help you not just survive retirement.
0:48.3	We want you to rock retirement.
0:51.8	And that can only be done by intentional living taking lots of little baby steps
0:58.0	to make the most of the only life you have and this month we've been diving into
1:00.9	annuities and we have a pretty exciting show on fixed
1:05.4	annuities on what they are and a use case a little mini case study for you to
1:11.2	listen to but we can't do any of that until we have that all important
1:17.3	disclaimer. Yes, I realize this is somewhat of an annoying part of the show.
1:30.0	I like to have it up front just to remind you that this is helpful hints and education
1:35.3	and I don't give tax advice I really don't give any advice to people I don't work with as a client
1:41.0	but I am willing to share some of my wisdom and education to help you on your journey,
1:49.0	but make sure you talk to your legal advisor, your tax advisor, or your financial advisor, before you make any decisions.
1:57.5	Okay, take your annoying head off.
	...

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