Annuity Straight Talk

Matching Annuity Philosophy

Listen Later

The goal of retirement income planning is to provide income for life but matching your retirement income strategy to your specific needs can be a challenge. In this episode, Bryan Anderson is joined by a retirement income expert, Steve Price, to offer his insights into the importance of finding the right income planning for you—and why annuity is one of the best options to look for. 

Bryan and Steve also cover how retirees can match their desired retirement income levels and options for building and protecting their retirement income. 

What You’ll Learn in This Episode:

  • [06:48] Choosing your advisor and setting your expectations
  • [10:05] What is a ‘Moatfolio’
  • [15:17] Why retirees have a fear of spending (Spend-a-phobia)
  • [20:59] The difference between insurance and investments philosophies
  • [22:32] Finding the most appropriate approach for your needs and strategies
  • [23:52] Insights on creating more freedom and flexibility with annuities

    • Key quotes:

    • [22:03] “There is no one product that solves all problems and you really need some exposure in all of those industries and products” -Steve Price
    • [22:44] “You have to be agnostic when you go into your planning and not care what product comes out the other end, you're just looking for the right solution, right?” -Steve Price
    • [25:48} But it's the idea of not worrying about it when it goes down because you have another place to draw money. You can give it the time it needs to recover, and that's going to lead to more growth. -Bryan Anderson

      • Links/Resources:

      • Annuity Straight Talk

        • Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com

         

        ...more
        View all episodesView all episodes
        Download on the App Store
        Annuity Straight TalkBy Bryan Anderson
        • 3.8
        • 3.8
        • 3.8
        • 3.8
        • 3.8

        3.8

        10 ratings

        More shows like Annuity Straight Talk

        View all
        Sound Retirement Radio by Jason Parker

        Sound Retirement Radio

        432 Listeners

        Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

        Your Money, Your Wealth

        762 Listeners

        Jill on Money with Jill Schlesinger by Audacy

        Jill on Money with Jill Schlesinger

        1,918 Listeners

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

        The Retirement and IRA Show

        729 Listeners

        Talking Real Money - Investing Talk by Don McDonald

        Talking Real Money - Investing Talk

        621 Listeners

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

        Retirement Answer Man

        1,278 Listeners

        Retirement Starts Today by Benjamin Brandt CFP®, RICP®

        Retirement Starts Today

        487 Listeners

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

        Big Picture Retirement®

        496 Listeners

        Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

        Stay Wealthy Retirement Podcast

        556 Listeners

        Retire With Purpose - The Retirement Podcast by Casey Weade

        Retire With Purpose - The Retirement Podcast

        547 Listeners

        “Fun With Annuities” The Annuity Man Podcast by The Annuity Man

        “Fun With Annuities” The Annuity Man Podcast

        55 Listeners

        Ready For Retirement by James Conole, CFP®

        Ready For Retirement

        776 Listeners

        Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

        Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

        32 Listeners

        Retirement Planning Education, with Andy Panko by Andy Panko

        Retirement Planning Education, with Andy Panko

        703 Listeners

        Retire With Style by Wade Pfau & Alex Murguia

        Retire With Style

        162 Listeners