EPISODE · May 1, 2025 · 29 MIN
Index Annuities Unmasked - Good Deal or Bad Advice?
from Retire Right: A WYZE Wealth Advisors Podcast · host Ryan Wyatt
Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to explain how indexed annuities actually work, how they’re marketed, and why the numbers tell a very different story. You’ll learn about caps, buffers, fees, and the hidden costs that limit growth -- and why many indexed annuities end up performing more like bonds, without the same liquidity. Here’s some of what we discuss in this episode:📊 Index annuities vs. stocks and bonds — the real return numbers🧩 Why “no downside risk” doesn’t mean no risk⚠️ Hidden costs that eat into your annuity growth📉 How caps and buffers limit your potential upside💡 When annuities can make sense — and when they likely don’tConnect with us:Web: https://wyzewealthadvisors.com/Phone: 724-271-7019Watch the show on YouTube: https://bit.ly/3Ssra3H
Embed this episode
What this episode covers
Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to explain how indexed annuities actually work, how they’re marketed, and why the numbers tell a very different story. You’ll learn about caps, buffers, fees, and the hidden costs that limit growth -- and why many indexed annuities end up performing more like bonds, without the same liquidity. ...
Ready to play
Index Annuities Unmasked - Good Deal or Bad Advice?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.