EPISODE · Oct 6, 2023 · 16 MIN
134: Does An Annuity Fit Within My Financial Plan?
As investors consider different streams of income during their retirement years, annuities often come up in conversation. To some, it is a viable alternative; to others, it is a very confusing and sometimes misunderstood alternative. There are multiple considerations to consider when researching annuities, and Patti breaks down the risks and advantages of each. What may be a great annuity option for one individual may also be detrimental to someone else. How does one decide if an annuity fits within a financial plan? This episode will answer that question and more. It is the next in the podcast series #AskPattiBrennan - a series of episodes in which Patti answers one of her listener's frequently asked questions. These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question.
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134: Does An Annuity Fit Within My Financial Plan?
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