Shannon Wilson, based in Scottsdale, AZ, US, is currently a Founder and CEO at Aston Penney. Shannon Wilson brings experience from previous roles at WealthPoint, LLC, FFL, Keller Williams Beverly Hills and Barrett-Jackson Auction Company. Shannon Wilson holds a 2004 - 2008 Bachelor of Science - BS in Communication and Sociology @ Arizona State University. 

What You Will Learn:

• Who is Shannon Wilson?

• What personal journey led Shannon to her current role in the financial industry?

• What challenges did Shannon face when she started her career in real estate?

• How do annuities fit into the larger context of a financial portfolio?

• Why do some wealth advisors criticize annuities and life insurance products?

• What factors influence a person's risk capacity as they approach retirement?

• What types of annuities are currently considered beneficial for retirement income?

• What is the ideal age range for individuals to consider accumulating annuities for retirement income?

• Why is it beneficial to allow an annuity to accumulate before withdrawing funds?

• What are the risks associated with long-term care, and how can annuities help mitigate these risks?

• In what ways can high interest rates enhance the benefits of annuities?

• How does Shannon approach compatibility assessments during initial consultations with clients?

• Why is it important to understand the different biases that wealth advisors may have towards annuities?

• What are the potential downsides of relying solely on a wealth advisor for annuity advice?

• How does Shannon collaborate with wealth advisors and other professionals to ensure optimal financial outcomes for clients?

• What initial steps can clients take if they want to approach Shannon directly for annuity advice?

• How does Shannon's expertise in research and analysis benefit her clients in selecting annuities?

• Why is it recommended to consult a specialist when considering annuities rather than trying to research independently?

• What contact information can listeners use to reach Shannon for a consultation?

• How does the podcast encourage listeners to engage and provide feedback?

• Shannon shares how everyone can contact him.

Additional Resources from Shannon Wilson:

• Website: https://www.astonpenney.com/

• Email: [email protected]

• LinkedIn: https://www.linkedin.com/in/shannon-wilson-founder-aston-penney/

• Facebook: https://www.facebook.com/shannon.goldsmith.LARE/

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