Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 10 July 2019
⏱️ 45 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | I can't think of anything. I just I've been sitting here for 20 minutes. I can't think of anything. |
| 0:06.4 | How do we create an exciting start to a show about the role that annuities could play in your retirement. |
| 0:14.0 | How do you do that? |
| 0:15.6 | I ain't got nothing. |
| 0:17.2 | So let's get going. |
| 0:18.2 | Oh, welcome to the retirement Ancherman Show. My name is Roger Wicky. I am your host. |
| 0:27.0 | This, my friend, is the show dedicated to helping you not just survive retirement. |
| 0:33.7 | We want you to rock retirement. |
| 0:35.7 | And we want you to do it with intentionality. |
| 0:39.5 | We want you to make the most of the only life that you have. |
| 0:41.6 | And today's show is our second in a month-long series on |
| 0:46.1 | annuities for retirement. Last week we started the series and outlined some of the mechanical basics of annuities. |
| 0:55.0 | This week we're going to define what role an annuity could play in your retirement. |
| 1:05.0 | And then in the coming weeks, |
| 1:06.0 | we're going to explore the different types of annuities. |
| 1:08.0 | And the point here is to have some critical thinking and a curious and open mind on a topic, |
| 1:18.0 | annuities that are either vilified or glorified depending on where you sit in that discussion. |
| 1:28.0 | A lot of misinformation on both sides about annuity, so we're just together talking through step by step what |
| 1:36.6 | annuities are and how they work and what roles they could play so we can come to |
| 1:40.3 | our own decisions. |
| 1:41.7 | And I have my biases, which I explained last week and I'm trying to check those at the door so we can explore this topic together but you know what? |
| 1:50.0 | We can't do any of that until we have that all important disclaimer. |
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