The Long View Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement
Sep 12, 2023
Kelli Hueler, CEO and founder of Hueler Companies, talks about the importance of lifetime income in retirement. She discusses misconceptions about annuities, the need for inflation protection, and introduces an income solutions platform for transparency and comparison shopping. She also explores Hueler's business model, their relationship with Vanguard, and analyzing income solutions and the financial strength of insurers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
The Importance of Lifetime Income and the Role of Annuities in Retirement
01:44 • 20min
The Business Model and Product Choices
21:56 • 4min
Hewler's Role and Relationship with Vanguard
25:48 • 3min
Analyzing Income Solutions and Financial Strength of Insurers
28:46 • 23min
Closing Remarks and Disclaimer
51:27 • 2min