Should You Trade in Your Old Annuity?

Well, the age old question might be today, should…

An episode of the Retire Right With Brad White podcast, hosted by Retire Right With Brad White, titled "Should You Trade in Your Old Annuity?" was published on August 3, 2023 and runs 40 minutes.

August 3, 2023 ·40m · Retire Right With Brad White

0:00 / 0:00

Summary

Well, the age old question might be today, should I trade in an old annuity? I’ve had this for awhile, I don’t know as much about it now as maybe I did then. Sometimes we buy something and a decade later we’re like, why in the heck did I buy that? What about annuities and the talk of maybe exchanging or doing some things to get better interest rates on annuities? Brad offers us some tips.

Episode Description

Well, the age old question might be today, should I trade in an old annuity? I’ve had this for awhile, I don’t know as much about it now as maybe I did then. Sometimes we buy something and a decade later we’re like, why in the heck did I buy that? What about annuities and the talk of maybe exchanging or doing some things to get better interest rates on annuities? Brad offers us some tips.

Share this episode

Similar Episodes

Lump Sum vs Pension, Dividends & Market Risks Explained

Apr 9, 2026 ·41m

Should Your Retirement Spending Change Due to Inflation and Volatility?

Apr 8, 2026 ·46m

Retirement Is Evolving—Are You Keeping Up?

Apr 2, 2026 ·39m

Clark Howard Joins Wes Moss: Navigating Market Volatility, Inflation, and Retirement Planning

Mar 26, 2026 ·39m

Staying the Course Through AI Upheaval, Tax Changes, and Geopolitical Uncertainty

Mar 25, 2026 ·48m

Retirement Planning in Volatile Markets: Inflation, Oil Prices, AI, and Portfolio Strategy

Mar 19, 2026 ·45m

Similar Podcasts

Retire Sooner with Wes Moss Wes Moss Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world. Retire With Integrity Podcast with Brian Bowen Brian Bowen Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire. Retire On Time With Confidence Podcast William Smith Jr Conversations with William Smith, Jr., CEO of Fed Legacy - financial planning and insurance consulting catered to the specialized needs of federal government employees. The Julian & Mario Podcast Julian Gray and Mario Melchiot When you retire from football, you don't retire from life. Julian Gray and Mario Melchiot felt at a loss once their football careers came to an end. It wasn't long, though, before they both found interesting ways to embrace their newfound freedom. After a chance meeting several years later, they decided to start this show. On The Julian & Mario podcast, they share their experiences, advice and chat with listeners about all things football and life!

URL copied to clipboard!