Is Purchasing an Annuity a Good Idea for Me?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Education, Business, Investing

4.6 • 1.9K Ratings

🗓️ 14 February 2023

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

I realize that my 401(k) doesn't include any guarantees but I think I have enough for my needs, so I'm wondering if purchasing an annuity would be a good idea for me?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

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0:00.0	Welcome to the Jill on Money Show.
0:05.7	It's Tuesday, February 14th, and it is Valentine's Day.
0:09.8	Happy Valentine's Day.
0:11.2	Will you all be my Valentine?
0:12.8	I would be so great.
0:14.2	All right.
0:15.2	Maybe down.
0:16.2	Maybe you have other Valentine's.
0:18.0	It is a day that is like any other for us, meaning that we are here taking your financial
0:24.4	questions.
0:25.5	If you've got one, go to JillOnMoney.com, click the contact us button, fill out the form,
0:30.3	and if you want to come on the program live, just make sure you check that little box.
0:34.8	That is what Bobby did.
0:36.0	Bobby is on the line from Florida.
0:38.3	So what's going on?
0:39.3	What brings you to us?
0:41.0	Well, I ran into a previous business associate who encouraged me to come in and speak with
0:46.7	him about my portfolio and my position situation, and he wanted to do a blueprint with me.
0:54.0	It sounded great.
0:55.2	He assured me he could save me some tax money, and so I was pretty excited to go in and visit
1:00.0	with him.
1:01.2	When I did, and I laid out my situation, it ended up being a pretty hard sales pitch to
	...

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