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In today's episode Dev explains the purpose of an annuity and how someone might use it as part of their retirement strategy. He covers:
π what is an annuity and how does it work
ππΌ the different types
ππ½ what happens if you die?
ππΎ how is taxation handled within annuities
ππΏ companies that offer them
ππ» the good and the bad
Related listening π§
episode 84: what is liquidity?
episodes 231-233: a 3-part super series!
Learn more about Altus Financial here: https://bit.ly/altusm3m
π Please read our disclaimer + warnings before listening to this episode
π Episode transcript: https://bit.ly/m3meptranscripts
π‘ Join our facebook group for healthcare professionals
πΈ Quick links to our resources and $20 off The Glen James Spending Plan
my millennial money medical is produced by SYMO interactive, home of my millennial money.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf
Hosted on Acast. See acast.com/privacy for more information.
By Dev RagaIn today's episode Dev explains the purpose of an annuity and how someone might use it as part of their retirement strategy. He covers:
π what is an annuity and how does it work
ππΌ the different types
ππ½ what happens if you die?
ππΎ how is taxation handled within annuities
ππΏ companies that offer them
ππ» the good and the bad
Related listening π§
episode 84: what is liquidity?
episodes 231-233: a 3-part super series!
Learn more about Altus Financial here: https://bit.ly/altusm3m
π Please read our disclaimer + warnings before listening to this episode
π Episode transcript: https://bit.ly/m3meptranscripts
π‘ Join our facebook group for healthcare professionals
πΈ Quick links to our resources and $20 off The Glen James Spending Plan
my millennial money medical is produced by SYMO interactive, home of my millennial money.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf
Hosted on Acast. See acast.com/privacy for more information.

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