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Most people think annuities mean giving something up—like growth, flexibility, or control. But that’s just not true.
In this episode, I explain why a properly used annuity can actually help you grow your overall portfolio, not shrink it. Whether it’s by reducing risk, generating more income with less money, or giving the rest of your assets room to grow, annuities can play a powerful role in your retirement plan.
I’ll walk you through real examples, share some of the conversations I’ve had with smart clients, and explain why even people who “don’t need” an annuity often choose to use one anyway.
If you want less stress, more certainty, and a bigger bottom line—this one’s worth your time.
3.8
1010 ratings
Most people think annuities mean giving something up—like growth, flexibility, or control. But that’s just not true.
In this episode, I explain why a properly used annuity can actually help you grow your overall portfolio, not shrink it. Whether it’s by reducing risk, generating more income with less money, or giving the rest of your assets room to grow, annuities can play a powerful role in your retirement plan.
I’ll walk you through real examples, share some of the conversations I’ve had with smart clients, and explain why even people who “don’t need” an annuity often choose to use one anyway.
If you want less stress, more certainty, and a bigger bottom line—this one’s worth your time.
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