))
S1E19 Annuities
Manage episode 433078264 series 3591847
Content provided by Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka 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.
Back to a technical topic, this week the boys discuss Annuities, looking at
- How they work
- Where adviser reluctance may come from
- How to identify clients that Lifetime annuities may be appropriate for
- What to watch out for
- And of course a bit of off topic banter.
Remember, this is just a podcast and is not to be taken as financial advice.
As always, Nathan can be reached via advice@nathanfradley.com.au, and Jordan via jordan@planningsolo.com.au.
They're also both very fond of responding to comments, criticisms and diatribes on LinkedIn.
33 episodes
Share
