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038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson
Manage episode 375029967 series 3001511
תוכן מסופק על ידי Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
At SHP Financial, we provide income, investment, tax, health care, and estate planning and help build effective portfolios. Today’s podcast is all about annuities. When they might make sense for you and when they wouldn’t.
Annuities are a big buzzword lately. Some advisors love them, and others steer clear of recommending them. So we’ve written a Guide to Annuities and made it a free download on our website to improve your knowledge and comfort level of them.
With that in mind, we’re joined by Joe Anderson. Joe’s been a financial advisor at SHP since 2015 and is very well versed on the pros and cons of annuities. We dig into how annuities have become such a controversial investment tool, how to determine if annuities could be a good fit for you, and how to find the right products for your portfolio.
In this podcast interview, you’ll learn:
- Why some financial advisors only sell annuities and why others rarely ever recommend them.
- The four major types of annuities and how they’re typically used.
- The potential benefits–and major downsides–of using annuities.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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