Do you have retirement questions that you’d like us to answer over a glass of wine?

In this episode of the Secure Your Retirement podcast, we answer five common questions that we get over a glass of St. Innocent Crémant d'Innocent wine. We cover questions on saving for retirement, when to take social security, risk exposure, annuities for retirement, and how taxes affect your retirement.

Listen in to learn why some of these situations really depend on your specific situation and should be handled individually.

In this episode, find out:

• Factors that go into how much you need to save for your retirement plan and why it’s all relative.
• Why you need to look at your specific situation on when to take your social security.
• Always be thinking about your risk exposure when planning/managing your retirement.
• The questions you need to ask yourself about risk exposure when investing.
• Three reasons why you would look into an annuity for your retirement.
• When an annuity can be a good option to consider.
• How taxes affect your retirement plan and what you can do proactively.

Tweetable Quotes:

“You should always be thinking about your risk exposure.”- Murs Tariq

“If you need lifetime income like a pension, then an annuity could be an option.”- Radon Stancil

Below are the links to all of the podcast episodes on the Annuity series.

Annuities – Why Ever Use Them – Part 1

Annuities – Why Ever Use Them – Part 2

Annuities – Why Ever Use Them – Part 3

Annuities – Why Ever Use Them – Part 4

Annuities – Why Ever Use Them – Part 5

Annuities – Why Ever Use Them – Part 6

Annuities – Why Ever Use Them – Part 7

Annuities – Why Ever Use Them – Part 8

Here is the link to the Annuity video blog posts.

Click here to view the blog posts associated with the Annuity episodes

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.