The Asset Preservation Hour

32 – RILAs, Risks & Retirement: Are You Playing It Too Safe?


Listen Later

In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the truth about RILAs—Registered Index-Linked Annuities—and why they may not offer the protection you think. Learn the key differences between RILAs, fixed indexed annuities, and variable annuities, and why Stewart favors a barbell strategy for both growth and security in retirement.

You’ll also discover:

  • Why taking too little risk in retirement can be just as dangerous as taking too much
  • The hidden dangers of “buffered” annuities
  • When it’s time to refinance your retirement and trade in underperforming annuities
  • How to age gracefully—financially and physically
  • The importance of healthcare planning, long-term care costs, and tax strategy in your later years
  • Why your financial advisor should always be looking at your tax return

If you’re seeking a smarter, safer, and more holistic retirement plan, this episode is a must-listen.

For your complimentary portfolio review and tax strategy session, visit AssetPreservationWealth.com or call: 877-5-RETIRE (877-573-8473)

...more
View all episodesView all episodes
Download on the App Store

The Asset Preservation HourBy Stewart Willis