Annuity.org Podcast
Listen to discussions with financial professionals about the path to financial freedom. The Annuity.org Podcast features informative and educational conversations intended to help you better understand the basics of annuities, structured settlements, personal finance and retirement planning.
Chip Stapleton: Taxes, Fees & Commissions To Consider With Annuities
Chip Stapleton, a financial advisory manager at airCFO and expert contributor at Annuity.org, discusses issues to consider when converting part of your retirement savings plan to an annuity, and the fees and commissions involved in buying an annuity.
Go to Episode
-
Chip Stapleton: Strategies To Get the Most Out of Annuities in Your Retirement Plan Chip Stapleton, a financial advisory manager at airCFO, discusses how to develop an annuity strategy for your retirement plan. He explains how to make use of annuities’ tax advantages and how to use an “income flooring” strategy that utilizes annuities to supplement Social Security benefits. Go to Episode -
James Philpot: Annuities and Your Retirement Portfolio James Philpot, associate professor in the finance and risk management department at Missouri State University, discusses how rising inflation rates and interest rates affect annuities as part of a retirement savings plan. Go to Episode -
James Philpot: Inflation, Interest Rates and Annuities James Philpot, associate professor in the finance and risk management department at Missouri State University, discusses how rising inflation rates and interest rates affect annuities as part of a retirement savings plan. Go to Episode
-
Andrew Rosen: Annuities as an Investment Andrew Rosen, president of Diversified, LLC, examines the pros and cons of adding annuities to your financial portfolio. Go to Episode -
Andrew Rosen: Immediate vs. Deferred Annuities Annuities come in two categories: immediate or deferred. Andrew Rosen, president of Diversified, LLC, explains how to decide if one or the other is better suited to your goals. Go to Episode
Meet Your Host: Terry Turner
Terry Turner is a Certified Financial Wellness Facilitator and Senior Financial Writer with Annuity.org. An Emmy®-winning journalist with more than 35 years’ experience, Terry researches and writes about annuities, personal finance, retirement planning and financial wellness issues that affect consumers.
Annuity.org Podcast theme — “Feelin’ Good” — produced by White Hot Beat provided by https://freebeats.io
Thoughts and opinions expressed in this podcast are strictly anecdotal and should not be taken as financial advice. Views of the interviewee do not necessarily reflect those of the author, editor or Annuity.org.
