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Annuities 101
Manage episode 419487481 series 3402937
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Are annuities the right investment for your retirement? In today’s episode, we’re diving into the world of annuities to help you understand what they are, how they work, and whether they might be a good fit for your retirement strategy. Whether you're new to the concept or looking to deepen your understanding, this conversation should give you some important items to think about.
Here’s some of what we discuss in this episode:
- What is an annuity and how do they work?
- What are some benefits of annuities?
- What are some drawbacks of annuities?
- Who should consider annuities?
- How can annuities fit into a retirement portfolio?
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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