Retire With Style

Episode 45: Should contractual retirement income options live inside of 401k Plans?


Listen Later

In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play an effective role in helping millions of Americans retire with contractual income solutions for their retirement income paycheck. We also discuss the current landscape of the retirement plan landscape and how it’s evolving to continue to meet the needs of individuals. Listen now to learn more!

Links:

Endeavor Retirement: https://endeavor-retirement.com/

Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

 

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"

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

Retire With StyleBy Wade Pfau & Alex Murguia

  • 3.9
  • 3.9
  • 3.9
  • 3.9
  • 3.9

3.9

167 ratings


More shows like Retire With Style

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

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

Retirement Answer Man

1,285 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

539 Listeners

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

The Retirement and IRA Show

751 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

543 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

616 Listeners

The Long View by Morningstar

The Long View

918 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

823 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

197 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

994 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

151 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners