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Listen "Is It Worth Getting Out of An Annuity With High Fees? "
Episode Synopsis
Are you feeling stuck in an annuity? Do you have big plans to travel in retirement? Matt answers these questions and two others on today’s podcast.
and get additional financial resources here: https://wp.me/p9B077-L0
Today's show schedule:
1:01 - We’ll talk about four questions today.
2:56 - If a variable annuity has high fees but a high penalty to get out, what should you do?
8:25 - With travel plans in retirement, do you need more income than in your working years?
13:38 - Should your advisor be talking about life insurance, Social Security, and legacy plans?
15:28 - What kind of planning does Matt do?
18:44 - Should you pay off the house or rental property with a money market account?
and get additional financial resources here: https://wp.me/p9B077-L0
Today's show schedule:
1:01 - We’ll talk about four questions today.
2:56 - If a variable annuity has high fees but a high penalty to get out, what should you do?
8:25 - With travel plans in retirement, do you need more income than in your working years?
13:38 - Should your advisor be talking about life insurance, Social Security, and legacy plans?
15:28 - What kind of planning does Matt do?
18:44 - Should you pay off the house or rental property with a money market account?
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Savings Strategies and Tax Refunds
13/02/2025
Where To Invest In 2025
16/01/2025
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