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What Most Advisors Won’t Tell You About Annuities

Author
Stuart J. Spivak
Published
Wed 15 Jan 2025
Episode Link
https://pod.co/wealth-wisdom-with-stuart-j-spivak/what-most-advisors-wont-tell-you-about-annuities

Are annuities as bad as some people say—or have they just been misunderstood? In this episode of Wealth Wisdom with Stuart J. Spivak, Stuart breaks down the myths and realities surrounding annuities. Whether you’ve heard horror stories or glowing reviews, this episode sheds light on the truth about how annuities can fit into your financial plan.

Main Points Discussed:

  • Misconceptions about annuities—why they exist and how to see through the noise.
  • Examples of bad annuities and why they may have been mis-sold.
  • The role annuities can play in providing market protection and growth potential.
  • Fixed indexed annuities—how they work, their benefits, and why they’re gaining popularity.
  • Annuities as bond alternatives—how they outperform bonds in safety and growth.
  • The importance of evaluating older annuities—are you leaving better opportunities on the table?

Don’t miss out on this informative episode! Tune in now on YouTube, Spotify, or Apple Podcasts.

If you’re ready to explore whether an annuity fits your retirement plan, schedule a free consultation with Stuart today!

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