

Do I Need a Fixed Annuity?
Jul 25, 2024
Exploring topics such as retirement savings, investments, and income streams. Discussing the recommendation against investing in fixed annuities. Emphasizing the importance of estate planning and expert advice on Social Security.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Detailed Overview of a Pre-Retirement Couple's Financial Situation
03:25 • 3min
Navigating Retirement Planning Decisions
06:54 • 4min
Discussion on the Recommendation of a Fixed Annuity for Retirement Planning
10:50 • 2min
Preparing for Retirement and Estate Planning
13:08 • 4min