Ep 48 - Could an Annuity Be Your Retirement Game-Changer?

The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement

Josh Jalinski에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Josh Jalinski 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 54:50

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Annuities—love them or hate them, they’re everywhere in retirement planning. Josh breaks down exactly what annuities are, how they work, and whether they actually make sense for your financial future. From fixed to variable to indexed annuities, he covers the different types, how insurance companies use them, and the key factors to watch out for—like fees, surrender charges, and payout structures. He also digs into why annuities can feel like a pension and whether they’re the right fit for retirement security or just another sales pitch.

Then in 'Extra Points,' Josh looks at the classic lottery winner dilemma—should you take the lump sum or the annuity payout? He lays out the numbers, the risks, and why the right choice depends on more than just the jackpot size.

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