The WealthAbility Show with Tom Wheelwright, CPA cover image

Retirement [7/7 Series Pt. 2]

The WealthAbility Show with Tom Wheelwright, CPA

00:00

Wealth Formula Podcast With Buck Joffrey

In terms of the annuity, what we typically recommend is the 11th year. Because as I said, when you front load the strategy with safe investments, you're creating paychecks that are certain there is no risk in the strategy. But in that 11th year, there is some risk because you have a segment there that's going to produce income say in years 11 through 15. It had some risk to it. What happens if it doesn't perform well? It's possible that annuity takes risk away. All right. Hey, if you like financial education the way I do, you're going to love Buck Joffrey's podcast. He has this podcast that is geared towards

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app