Maximizing Outcomes

Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 1 (Ep. 26)


Listen Later

Whether you’re new to annuities or seeking to enhance your retirement income strategy, this episode offers valuable insights to support your financial journey.

In this episode, Jim McGovern uncovers the potential advantages of annuities. Join us as we explore annuities and understand the need for retirement protected asset growth and protected lifetime income.

Jim covers the following topics:

  • What annuities are and some of the key advantages of using annuities as a means of growing retirement assets compared to other investment options
  • How index-linked annuities offer some protection against market fluctuations compared to variable annuities or traditional Mutual Fund Investments
  • How index-linked annuities help address market fluctuations and may provide a hedge against inflation
  • Breaking down annuities into two different phases
  • The limitations including loss of access to principal and other factors that individuals should consider before deciding to invest in annuities to help with retirement asset growth and protection
  • And much more!
  • Resources:

    • Defined Outcome Investing By Using Structured Notes With Jason Barsema 
    • Connect with McGovern Wealth Group:

      • Schedule A Meeting 
      • McGovern Wealth Group
      • LinkedIn: Jim McGovern
      • Facebook: Jim McGovern
      • 1All guarantees including the death benefit payments are dependent upon the claims paying ability of the issuing company and do not apply to the investment performance of the underlying funds in a variable annuity contract. 2023-156764

         

        Please note that the information on this podcast are for reference only. Although accurate when originally released, they may now contain out-of-date information. They remain solely for historical purposes and are not considered current guidance. Always consult a professional regarding your individual situation.

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

        Maximizing OutcomesBy Jim McGovern

        • 4.9
        • 4.9
        • 4.9
        • 4.9
        • 4.9

        4.9

        28 ratings


        More shows like Maximizing Outcomes

        View all
        Timothy Keller Sermons Podcast by Gospel in Life by Tim Keller

        Timothy Keller Sermons Podcast by Gospel in Life

        15,802 Listeners

        Exchanges by Goldman Sachs

        Exchanges

        982 Listeners

        The Ben Shapiro Show by The Daily Wire

        The Ben Shapiro Show

        153,459 Listeners

        Pardon My Take by Barstool Sports

        Pardon My Take

        81,908 Listeners

        Fiction - Comedy Fiction by The Sunset Explorers

        Fiction - Comedy Fiction

        6,447 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        9,255 Listeners

        Macrodosing: Arian Foster and PFT Commenter by Barstool Sports

        Macrodosing: Arian Foster and PFT Commenter

        6,214 Listeners

        The Tucker Carlson Show by Tucker Carlson Network

        The Tucker Carlson Show

        15,426 Listeners