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In episode 195 of the AnnuityStraightTalk.com Podcast, Bryan Anderson tackles one of the most common problems in retirement planning — terrible annuity advice.
Bryan shares a real-life case where a couple with an ESOP was being pressured to make a long-term financial commitment under a 30-day deadline. Instead of rushing them into a sale, he showed them a simple step that bought them time to think through their options — opening a traditional IRA first and transferring funds there.
This episode is all about protecting yourself from scare tactics, rushed sales, and advice that puts the advisor’s commission ahead of your best interest. Bryan explains why taking time to build an income plan, understand your risk tolerance, and weigh your options leads to better results — and how a quick, low-pressure move can give you the breathing room you need.
If you’ve ever felt pushed to act fast on an annuity or investment decision, this episode will show you how to slow things down, avoid costly mistakes, and make the choice that’s truly right for your retirement.
Learn more or schedule a call at AnnuityStraightTalk.com.
By Bryan Anderson3.6
1313 ratings
In episode 195 of the AnnuityStraightTalk.com Podcast, Bryan Anderson tackles one of the most common problems in retirement planning — terrible annuity advice.
Bryan shares a real-life case where a couple with an ESOP was being pressured to make a long-term financial commitment under a 30-day deadline. Instead of rushing them into a sale, he showed them a simple step that bought them time to think through their options — opening a traditional IRA first and transferring funds there.
This episode is all about protecting yourself from scare tactics, rushed sales, and advice that puts the advisor’s commission ahead of your best interest. Bryan explains why taking time to build an income plan, understand your risk tolerance, and weigh your options leads to better results — and how a quick, low-pressure move can give you the breathing room you need.
If you’ve ever felt pushed to act fast on an annuity or investment decision, this episode will show you how to slow things down, avoid costly mistakes, and make the choice that’s truly right for your retirement.
Learn more or schedule a call at AnnuityStraightTalk.com.

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