License To Spend
How Annuities Work; the Good, the Bad, and the Ugly (Ep.10)
Annuities often carry a bad reputation, but could they be the unsung hero of your retirement plan?
In this episode, Tim Whisler breaks down the complexities of annuities, offering a comprehensive look at their various types and features. He explains how these financial tools can play a crucial role in generating retirement income. You’ll get a balanced perspective on the benefits and drawbacks of annuities, helping you make more informed decisions for your financial future.
Tim covers:
- A breakdown of the four main types of annuities: immediate, fixed, variable, and indexed
- How each type functions and the potential benefits they offer
- A discussion on the often-overlooked fees associated with variable annuities
- Key questions to ask financial professionals when evaluating an annuity
This episode will leave you with a clearer understanding of how annuities might fit into your retirement strategy.
Connect with Tim:
- Email: Tim Whisler
- LinkedIn: Tim Whisler, CRPC®, CLTC®
- The Whisler Agency
- LinkedIn: The Whisler Agency
Book a Call with Tim:
Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.