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BETTER (Not Scarier) Alternatives to Annuities

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Manage episode 380079870 series 2304474
Content provided by Kristen Charles and Talon Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristen Charles and Talon Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

🎃 After some fall 🍂 and creepy Halloween chat 👻 (courtesy of Mike's kids), we discuss various “safe” money options that may be on your radar, and which might be best for YOU! Retirement planning can feel like a daunting task, especially when the economic landscape seems uncertain.

With interest rates on CDs, money market accounts, and Treasury yields showing promise, the question arises: Should you consider annuities or explore alternative options? Mike and Kristen dive into the pros and cons of annuities and explore the potential benefits of Treasury bonds as a safer investment choice for retirees.

=====================

🔔Subscribe to our podcast to learn more about all things portfolio management.

📺 Watch our weekly YouTube show / @guardingyournestegg

🧑‍💻 For a free financial plan or to talk to an advisor, Click here.

👥 Connect with us on Facebook https://www.facebook.com/talonwealth/

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 380079870 series 2304474
Content provided by Kristen Charles and Talon Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kristen Charles and Talon Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

🎃 After some fall 🍂 and creepy Halloween chat 👻 (courtesy of Mike's kids), we discuss various “safe” money options that may be on your radar, and which might be best for YOU! Retirement planning can feel like a daunting task, especially when the economic landscape seems uncertain.

With interest rates on CDs, money market accounts, and Treasury yields showing promise, the question arises: Should you consider annuities or explore alternative options? Mike and Kristen dive into the pros and cons of annuities and explore the potential benefits of Treasury bonds as a safer investment choice for retirees.

=====================

🔔Subscribe to our podcast to learn more about all things portfolio management.

📺 Watch our weekly YouTube show / @guardingyournestegg

🧑‍💻 For a free financial plan or to talk to an advisor, Click here.

👥 Connect with us on Facebook https://www.facebook.com/talonwealth/

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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