Advisor Revelations

Annuity Misconceptions- How a Fee-Only Advisor Overcame Them All


Listen Later

As people live longer and face the possibility of outliving their retirement savings, annuities have become an increasingly popular option for people looking for a way to secure their financial future.

In this episode, DPL's Tim Rembowski talks with Shannon Stone, the Lead Wealth Advisor at Griffin Black. Shannon is the newest member of the Griffin Black advisory team. Having worked for wirehouse and municipal bonds firms, Shannon brings years of experience to her new position.

Shannon talks with Tim about the misconceptions around annuities and insurance, how she overcame them, and how she successfully implemented these investment strategies.

Key Takeaways

[00:54] - What Shannon thinks about annuities.

[02:40] - What made Shannon change her mind about annuities.

[08:40] - How Griffin Black learned that guaranteed income isn't just about performance.

[10:50] - What a conversation looks like between a client with and without an annuity.

[14:45] - Why annuities are a great addition to a portfolio.

[16:52] - How Shannon responds to clients' misconceptions about annuities.

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

Advisor RevelationsBy DPL Financial Partners

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Advisor Revelations

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

816 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,020 Listeners

Trillions by Bloomberg

Trillions

196 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

472 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

616 Listeners

The Long View by Morningstar

The Long View

934 Listeners

Retire Today by Jeremy Keil

Retire Today

70 Listeners

"Fun With Annuities" The Annuity Man Podcast by The Annuity Man

"Fun With Annuities" The Annuity Man Podcast

53 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

184 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

139 Listeners