Episode 134: How to know if an annuity is right for you
The Retirement Matters Show with Dale Smothers · Dale Smothers
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Show Notes
On this episode of The Retirement Matters Podcast, Dale shines a little bit of light and brings clarity to the topics discussed in LAST weeks show with financial expert- Tom Hegna. Take a listen to last weeks show if you haven't already! Last week you heard Toms belief around an OPTIMAL portfolio and how it should always include an annuity. We've received numerous phone calls and messages regarding that belief and because of that, Dale wants to provide clarity around our process at RDS Wealth and explain how to know if an annuity is right for you and your retirement journey.
This show will be beneficial to those of you who are 'savers' or the ones looking for the 'upside' in the market but you're really concerned with what the market is doing right now. Dale discusses 4 different ways that you can save money and put money to work in a safe way- without worrying about losing your principle.
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DISCLOSURE: R.D. Smothers Wealth Management is a state registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. R.D. Smothers Wealth Management is not acting in a fiduciary capacity when it comes to the sale of annuities. R.D. Smothers Wealth Management will receive commissions based on the sale of annuity contracts. Annuity contracts are made by and for the benefit of the buyer, who should bear responsibility for premiums and understand their financial conditions.