EPISODE · Apr 22, 2022 · 38 MIN
ANNUITIES – ARE THEY A GREAT RETIREMENT FUNDING CHOICE?
from Merging Life and Money with MJ Caesar · host Marie jo Caesar/Eric Dudley
Send us Fan Mail🟦 If you're considering annuities as part of your retirement planning, there are a few things you need to know. 🟦 Join me, as my special guest Eric Dudley will be talking about annuities. He will explain what they are as well as their pros and cons. He will help you understand how annuities can be used to plan and fund your retirement.Here are some HIGHLIGHTS from this episode. 06:10 Annuity definition09:23 Annuities’ characteristics10:19 How to fund an annuity? 12:29 Why are people so negative about annuities?16:18 Do your homework before buying an annuity18:05 Variable Annuities19:03 Fixed Annuities20:44 Indexed Annuities23:59 What performs best in the long term – Stocks or Annuities? 27:02 The biggest pro for an annuity31:18 When to annuitize your annuity?Support the showConnect with me:Instagram: https://www.instagram.com/thefinanciologist/Facebook: https://www.facebook.com/merginglifeandmoneyYouTube: https://www.youtube.com/@merginglifeandmoneyLinkedIn: https://www.linkedin.com/in/mjcaesarClick this link https://mariejocaesar.com/fmtq/take-the-quiz to take the "Discover Your Financial Mindset Type” Quiz, so you can start taking control of your financial destiny and transform your financial identity.Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.
What this episode covers
Send us Fan Mail 🟦 If you're considering annuities as part of your retirement planning, there are a few things you need to know. 🟦 Join me, as my special guest Eric Dudley will be talking about annuities. He will explain what they are as well as their pros and cons. He will help you understand how annuities can be used to plan and fund your retirement. Here are some HIGHLIGHTS from this episode. 06:10 Annuity definition 09:23 Annuities’ characteristics 10:19 How to fund an ...
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ANNUITIES – ARE THEY A GREAT RETIREMENT FUNDING CHOICE?
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