In this episode, we’re taking a look back at advice I shared two years ago—when the market was coming off an all-time high and nerves were running high. At the time, I suggested that a fixed indexed annuity could be a smart way to protect assets and recover without taking on more risk. Now, two years later, it’s time for a check-in.

How did the annuity strategy stack up against staying in the stock market? Was it worth trading a little potential growth for guaranteed protection? And what lessons can we take from the market swings we've seen since 2023?

If you’re wondering how annuities really perform over time—or thinking about ways to protect your portfolio going forward—this is a conversation you don’t want to miss.