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In this episode, Bryan Anderson continues his exploration of how annuities and the stock market work together to create a balanced retirement portfolio.
With 2025 wrapping up strong—markets performing well and interest rates offering solid opportunities—Bryan breaks down why you don't have to choose between market growth and guaranteed safety. Instead of pitting stocks against annuities, he shows you how they complement each other.
Key Topics:
• Why leaving room for market growth is essential for fighting inflation
• How to balance risk and protection in your retirement portfolio
• The fundamentals of "sleep at night" annuity planning
• Why Bryan never tries to scare people out of the market
• Real strategies for using both tools effectively
"Instead of pitting the stock market against annuities, I show you how they can work together in a portfolio," Bryan explains.
Whether you're worried about market volatility, looking to protect a portion of your assets, or simply want to understand how to create a retirement plan that lets you sleep at night, this episode provides practical insights on building a balanced approach.
By Bryan Anderson3.6
1414 ratings
In this episode, Bryan Anderson continues his exploration of how annuities and the stock market work together to create a balanced retirement portfolio.
With 2025 wrapping up strong—markets performing well and interest rates offering solid opportunities—Bryan breaks down why you don't have to choose between market growth and guaranteed safety. Instead of pitting stocks against annuities, he shows you how they complement each other.
Key Topics:
• Why leaving room for market growth is essential for fighting inflation
• How to balance risk and protection in your retirement portfolio
• The fundamentals of "sleep at night" annuity planning
• Why Bryan never tries to scare people out of the market
• Real strategies for using both tools effectively
"Instead of pitting the stock market against annuities, I show you how they can work together in a portfolio," Bryan explains.
Whether you're worried about market volatility, looking to protect a portion of your assets, or simply want to understand how to create a retirement plan that lets you sleep at night, this episode provides practical insights on building a balanced approach.

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