The Unconventional Investor

Ep. 31 - Should You Leave Annuities in the Dust? How & Where to Use Them.


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Annuities get a bad rap, but are they truly in the "do not use" zone? In this episode, Michelle discusses the different types of annuities and how they can fit into your financial plan.

You'll Learn:

-The various types of annuities and their functionalities.
-How annuities can be structured to benefit your retirement goals.
-Real-world scenarios where annuities might be a good fit.
-Michelle's honest perspective on using annuities with clients.

This episode is for you if:

-You're nearing retirement and exploring income options.
-You're curious about annuities but unsure of their role in your finances.
-You want to make informed financial decisions for your future.


Follow Michelle on Instagram: @michelle.e.moses
Visit Me Financial Website: www.mefinancial.net

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Disclaimer:
The information in this podcast is for general purposes only and should not be taken as financial advice. Please consult a qualified financial advisor before making financial decisions.

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The Unconventional InvestorBy Michelle Moses | CFP® & Realtor®

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