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Does it make sense to get an annuity if you already have a pension? Joe answers that question in this episode of Joe Knows Retirement, as well as discusses the different types of annuities and which ones could make sense for your financial situation. He also stresses the importance of working with a licensed fiduciary instead of a financial advisor who is really just acting as an insurance salesperson.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
4.6
1515 ratings
Does it make sense to get an annuity if you already have a pension? Joe answers that question in this episode of Joe Knows Retirement, as well as discusses the different types of annuities and which ones could make sense for your financial situation. He also stresses the importance of working with a licensed fiduciary instead of a financial advisor who is really just acting as an insurance salesperson.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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