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072: Owen Schrum: When Free Ain’t Free
Manage episode 301160898 series 2798004
In this episode, The Annuity Man and Owen Schrum discuss:
- The Retirement Crisis
- The Free Paradigm
- Unteaching things that people thought wrong
- Growth and guarantees - the truth about Structured Investments
Key Takeaways:
- The retirement crisis cannot be solved by Social Security, you have to be the one to save yourself from this crisis with strategy, sound planning and smart investment.
- Don’t be fooled - there is no “free lunch”. If it sounds too good to be true, it most likely is.
- The secret to retiring happy isn’t a secret at all: have a diversified portfolio that fits your risk profile.
- Some people will sell you what they think you want and often all they’re selling is dreams.
"They called it the ‘Crisis in Retirement in America’... 68% of people over 60 are not going to have sufficient money to live on when they retire..." — Owen Schrum
Connect with Owen Schrum:
Website: https://www.schrumpw.com/
LinkedIn: https://www.linkedin.com/in/owen-schrum-24319417/
Twitter: https://twitter.com/SchrumOwen
YouTube: https://www.youtube.com/channel/UCbT6r4ywyZ98UsbrHm_m_zg
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!
279 에피소드
Manage episode 301160898 series 2798004
In this episode, The Annuity Man and Owen Schrum discuss:
- The Retirement Crisis
- The Free Paradigm
- Unteaching things that people thought wrong
- Growth and guarantees - the truth about Structured Investments
Key Takeaways:
- The retirement crisis cannot be solved by Social Security, you have to be the one to save yourself from this crisis with strategy, sound planning and smart investment.
- Don’t be fooled - there is no “free lunch”. If it sounds too good to be true, it most likely is.
- The secret to retiring happy isn’t a secret at all: have a diversified portfolio that fits your risk profile.
- Some people will sell you what they think you want and often all they’re selling is dreams.
"They called it the ‘Crisis in Retirement in America’... 68% of people over 60 are not going to have sufficient money to live on when they retire..." — Owen Schrum
Connect with Owen Schrum:
Website: https://www.schrumpw.com/
LinkedIn: https://www.linkedin.com/in/owen-schrum-24319417/
Twitter: https://twitter.com/SchrumOwen
YouTube: https://www.youtube.com/channel/UCbT6r4ywyZ98UsbrHm_m_zg
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!
279 에피소드
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