Your Financial Pharmacist YFP 305: Understanding Annuities: A Primer for Pharmacists
Apr 27, 2023
46:36
In over 300 episodes of Your Financial Pharmacist, we haven’t covered much about annuities and today, Tim Baker, CFP®, RICP®, RLP® joins Tim Ulbrich, PharmD to do just that. On this episode, sponsored by First Horizon, you’ll hear all about what annuities are, the main types and how they differ, common misunderstandings, fees associated with annuities, and how they can assist with building a retirement paycheck through the flooring strategy.
Links Mentioned in Today's Episode
- First Horizon’s Pharmacist Home Loan
- LIMRA: 2022 US Retail Annuity Sales Shatter Annual Sales Records Set in 2008
- YFP Episode 275: How to Build a Retirement Paycheck
- YFP Episode 242: Social Security 101: History, How it Works, and Why it Matters
- YFP 294: 10 Common Social Security Mistakes to Avoid
- Immediate Annuities Website
- YFP Planning: Fee-Only Financial Planning for Pharmacists
- YFP Disclaimer
- Tim Baker on LinkedIn
- Tim Baker on Twitter
- Tim Ulbrich on LinkedIn
- Tim Ulbrich on Twitter