Should I Fund my Retirement Needs by Purchasing an Annuity?

Ready For Retirement

Το περιεχόμενο παρέχεται από το James Conole, CFP® and James Conole. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον James Conole, CFP® and James Conole ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

7M ago 19:17

MP3•Αρχική οθόνη επεισοδίου

Jason and his wife face a crucial decision: whether to purchase an annuity or pursue traditional investments as they prepare for a full-time, slow-travel retirement.
With a diverse array of income sources, including pensions, 401k, property sales, and Social Security, they estimate their monthly expenses at $7,500. James analyzes their situation, emphasizing the balance between annuity stability and investment flexibility.
He highlights the security of annuities and explains their limitations, guiding the couple towards a tailored approach that aligns with their goals and circumstances.
Questions Answered:
What are the pros and cons of annuities?
How can I effectively balance the stability of annuities with the flexibility of traditional investments?
Timestamps:
0:00 - Jason’s question
3:07 - Pros and cons of annuities
6:32 - Assessing Jason’s situation
9:52 - The role of Jason’s portfolio
11:40 - Annuity alternatives
13:23 - Support your retirement vision
16:54 - Integrate financial plan and portfolio

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Κεφάλαια

1. Retirement Income Planning (00:00:00)

2. Role of Portfolio in Retirement Planning (00:09:59)

233 επεισόδια

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