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Annuity Pros, Cons, and What Are They Anyway?
Manage episode 364004220 series 3309267
Annuities seem to have a negative connotation within the financial industry, but do they deserve it? Are annuities good or are they bad? Because there are so many different types of annuities, it's hard to generalize that they are either good or bad. Each annuity should be evaluated independently based on each individual’s situation.
On episode 19 of The Retirement Power Hour, host Joe Allaria is joined by fellow Partner and Wealth Advisor of CarsonAllaria Wealth Management, Mark Allaria, CFP®, as the two discuss the pros and cons of annuities, as well as the different types out there.
Listener Question
What should I make of the U.S. debt ceiling issue? Should I be concerned?
Submit Your Questions
To submit a listener question, visit our website, https://www.retirementpowerhourpodcast.com , and enter the details of your question.
Leave a Review
Visit https://www.retirementpowerhourpodcast.com to leave a review on Apple Podcasts or Spotify.
Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of , a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
32 episodes
Manage episode 364004220 series 3309267
Annuities seem to have a negative connotation within the financial industry, but do they deserve it? Are annuities good or are they bad? Because there are so many different types of annuities, it's hard to generalize that they are either good or bad. Each annuity should be evaluated independently based on each individual’s situation.
On episode 19 of The Retirement Power Hour, host Joe Allaria is joined by fellow Partner and Wealth Advisor of CarsonAllaria Wealth Management, Mark Allaria, CFP®, as the two discuss the pros and cons of annuities, as well as the different types out there.
Listener Question
What should I make of the U.S. debt ceiling issue? Should I be concerned?
Submit Your Questions
To submit a listener question, visit our website, https://www.retirementpowerhourpodcast.com , and enter the details of your question.
Leave a Review
Visit https://www.retirementpowerhourpodcast.com to leave a review on Apple Podcasts or Spotify.
Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of , a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
32 episodes
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