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Join Susan and Luke as they break down the real talk on annuities: are they actually worth it, what happens if you're locked into a bad policy, and how the McCarty Wealth team handles fees with full transparency. Plus, planning a legacy when you don't have kids.

⏱️ Timestamps

0:00 – Intro

0:40 – Does a CFP® recommend annuities?

3:23 – Stuck in my current policy — what do I do?

5:36 – McCarty Wealth's fees: transparent pricing

7:06 – Leaving a legacy behind with no children

8:28 – Outro / next episode

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Hey! I'd love to hear your thoughts, send me a voice note.

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