EPISODE · May 15, 2025 · 17 MIN
Ep #138 - Navigating Annuities: A Smart Buy or Not?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Have you been pitched an annuity, or do you have one and wonder if it’s still the right fit for your financial plan? In this podcast, Adam and Ben introduce what annuities are, where they may and may NOT fit into one’s plan, and how important it is to understand the tradeoffs you’re making when buying this type of product. Listen in as they highlight their concerns around liquidity, taxes, and long-term contracts.Ticket #T009093Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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What this episode covers
Have you been pitched an annuity, or do you have one and wonder if it’s still the right fit for your financial plan? In this podcast, Adam and Ben introduce what annuities are, where they may and may NOT fit into one’s plan, and how important it is to understand the tradeoffs you’re making when buying this type of product. Listen in as they highlight their concerns around liquidity, taxes, and long-term contracts. Ticket #T009093 Thanks for listening! If you want to be notified when the ne...
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Ep #138 - Navigating Annuities: A Smart Buy or Not?
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