That Annuity Show
Have we gotten any smarter about retirement and annuities since 2008? That was the year in which today’s guest Kerry Pechter, first released his book, “Annuities For Dummies”. Kerry joins us to talk about his new version that the series just released in 2023. As it turns out a lot has happened in the world of annuities over the past 15 years. However, people are still asking some of the same basic retirement planning questions as Kerry explains.
Links mentioned in the show:
https://www.dummies.com/article/business-careers-money/personal-finance/insurance/annuities/annuities-for-dummies-cheat-sheet-208928/
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Episode Transcript
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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