Your Retirement Guide by: George Jameson

Unbiased Insights: Fixed Index Annuities Revealed


Listen Later

Send us a text

In this  episode we turn our attention to the world of Fixed Index Annuities (FIAs), revealing the inner workings, historical performance, and the true purpose behind these insurance based products. Join us as we explore the complexities and considerations surrounding FIAs, providing you with a comprehensive understanding to make informed decisions.

We kick off the episode by diving into the fundamentals of Fixed Index Annuities, explaining how they operate and the unique features that set them apart from other annuity types.

Discover the true intent behind the design of Fixed Index Annuities, as we uncover the primary reasons why retirees may find them appealing. We explore their potential benefits, such as the opportunity for growth while still offering a level of protection for your investment.

One critical aspect of Fixed Index Annuities that we reveal is the concept of "renewal rates." Find out what renewal rates are, why they matter, and how they can impact your financial future when considering these annuities.

Throughout the episode, we maintain an unbiased stance, presenting you with a fair and transparent analysis. Our aim is to equip you with all the essential information you need to make well-informed decisions about Fixed Index Annuities.

If you're interested in other types of annuities, don't forget to check out our two previous Annuity episodes from last week. Expand your knowledge about different financial options and gain a comprehensive understanding of annuities as a whole.

Tune in to "Unbiased Insights: Fixed Index Annuities Revealed" and join us as we help explain these complex  financial instruments, empowering you to make the best choices for your retirement and beyond. 

 Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.

This is for education only.It is not tax, legal, or investment advice. Before  acting on any information consult your tax, legal, or investment advisor.

Let's Connect!

Visit our Website: Capital Wealth Group

Please Subscribe: To our Newsletter/Podcast

Schedule a Free Introductory Call Today! (30min)

Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.

Any Questions or Topic Ideas? Send me an email at [email protected]



...more
View all episodesView all episodes
Download on the App Store

Your Retirement Guide by: George JamesonBy George Jameson, CFP®, MBA

  • 5
  • 5
  • 5
  • 5
  • 5

5

13 ratings


More shows like Your Retirement Guide by: George Jameson

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

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

Your Money, Your Wealth

774 Listeners

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

The Retirement and IRA Show

734 Listeners

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

Retirement Answer Man

1,284 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

439 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

497 Listeners

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

Big Picture Retirement®

521 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

656 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

550 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

790 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

172 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)

543 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

750 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

168 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners