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.
Chip Stapleton: Strategies To Get the Most Out of Annuities in Your Retirement PlanChip 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 PortfolioJames 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 AnnuitiesJames 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 InvestmentAndrew 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 AnnuitiesAnnuities 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
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.
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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.
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