Annuities Vs. Bonds: What’s the Difference?

We are continuing our discussion this week on annuities and the value they have with a balanced portfolio. We’ll focus specifically on the differences between annuities and bonds with our special guest host, Joe Casey. 

An annuity is a contract with an insurance company that ensures income in the future. It’s simple and can be valuable to the right investor. On the other hand, bonds are a bit more complex and are reactionary to interest rates. Join us today as we break down these differences and consider which investment is best for you.

Redefining Wealth® Custom Income Plan: https://redefiningwealth.info/schedule/

Rate, Review and Subscribe to the Podcast:

https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188

How to Connect:

redefiningwealth.info

lswealthmanagement.com

Schedule a Review: https://redefiningwealth.info/schedule/

Timestamps (show notes):

4:48 – What is the foundation of annuities?

8:31 – Index crediting

14:41 – Income riders on annuities 

19:35 – Assets and income are different

24:09 – Planning for home healthcare