Home/Tag: planning

Ep 24: Are Variable Annuities The Canned Tuna Of The Financial World?

We all have that food we just can’t stomach. Maybe canned tuna. Stinky cheese. Liver. Kool-Aid pickles. You get the idea. If there is any product in the financial world that’s like one of these much-maligned meals it has to be the variable annuity. It “gets hated on” by seemingly everyone who calls themselves a retirement planner. Why is that? And just like there’s always a couple of people who like pineapple pizza, is there ever a situation where a variable annuity could be an attractive delicacy for an investor?

2020-12-17T14:52:43+00:00December 17th, 2020|Podcast|

Ep 21: Addressing Specific Retirement Concerns Of Baby Boomers

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.

2020-11-05T15:18:30+00:00November 5th, 2020|Podcast|

Ep 7: Coronavirus Update & Retirement Planning Stages

Anthony will share his thoughts on the financial fallout we've seen from the coronavirus and then we'll dive into our conversation on the different stages of retirement. Where should your focus be as you approach that retirement day. Plus, we answer questions from two listeners with investment concerns since the market crash.

2020-04-02T13:11:27+00:00April 2nd, 2020|Podcast|
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