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ANNUITIES – ARE THEY A GREAT RETIREMENT FUNDING CHOICE?
Send us a text
🟦 If you're considering annuities as part of your retirement planning, there are a few things you need to know.
🟦 Join me, as my special guest Eric Dudley will be talking about annuities. He will explain what they are as well as their pros and cons. He will help you understand how annuities can be used to plan and fund your retirement.
Here are some HIGHLIGHTS from this episode.
06:10 Annuity definition
09:23 Annuities’ characteristics
10:19 How to fund an annuity?
12:29 Why are people so negative about annuities?
16:18 Do your homework before buying an annuity
18:05 Variable Annuities
19:03 Fixed Annuities
20:44 Indexed Annuities
23:59 What performs best in the long term – Stocks or Annuities?
27:02 The biggest pro for an annuity
31:18 When to annuitize your annuity?
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
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By Marie Jo CaesarSend us a text
🟦 If you're considering annuities as part of your retirement planning, there are a few things you need to know.
🟦 Join me, as my special guest Eric Dudley will be talking about annuities. He will explain what they are as well as their pros and cons. He will help you understand how annuities can be used to plan and fund your retirement.
Here are some HIGHLIGHTS from this episode.
06:10 Annuity definition
09:23 Annuities’ characteristics
10:19 How to fund an annuity?
12:29 Why are people so negative about annuities?
16:18 Do your homework before buying an annuity
18:05 Variable Annuities
19:03 Fixed Annuities
20:44 Indexed Annuities
23:59 What performs best in the long term – Stocks or Annuities?
27:02 The biggest pro for an annuity
31:18 When to annuitize your annuity?
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar
Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.
Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.