In today’s episode of Conquering Retirement with Annuity FYI, Tom, Brian, and Meg dive into some of the most important factors for a secure and fulfilling retirement. They cover income needs, the relevance of the 4% rule, and how fixed indexed annuities can play a role in your strategy. This conversation also explores homeownership, lifestyle planning, and why working with a financial planner can make all the difference when navigating retirement’s complexities! Have a question you’d like answered on the show? Email us at [email protected], we’d love to hear from you!

Chapters

00:00 Understanding Retirement Needs

04:08 The 4% Rule and Its Relevance

07:24 Strategies for Fixed Indexed Annuities

13:00 Home Ownership and Retirement Planning

16:10 Final Thoughts and Takeaways

retirement planning, annuities, financial advice, 4% rule, retirement income, fixed indexed annuities, retirement strategies, financial planning, investment strategies, retirement lifestyle