Skip to content
009 When is a plan, actually a plan? episode artwork

Apr 12, 2019 24 min

009 When is a plan, actually a plan?

from That Annuity Show

In the news - In "The Motley Fool," Selena Maranjian outlines what critical factors are necessary to research if you are planning to retire this year. Mark Will and Paul break down the retirement planning process, including discussing how to determine if a plan is right and when it will be time to start it. We then explore a scenario in which a woman is figuring out if it is possible to retire this year. Planning to retire is a complicated process that can often lead to not being able to execute a bad plan. The hosts walk you through a number of important factors to keep in mind during the process. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

009 When is a plan, actually a plan?

0:00 24:37

No transcript yet.

Requests help us decide what to transcribe next.

Frequently asked questions

How long is this episode of That Annuity Show?

This episode is 24 minutes long.

When was this That Annuity Show episode published?

This episode was published on April 12, 2019.

Can I download this That Annuity Show episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.