Let's Talk Retirement

It has been quite some time since we released our last episode and a lot has happened since then. We certainly hope that you and your family have been safe and healthy during these challenging times. In this episode we will address how the COVID-19 pandemic may affect your retirement and beyond. We cover everything from how to protect your money if there’s a big market downturn to ensuring that you have emotional stability in your retirement years, regardless of market conditions.

Although governments around the world have spent billions of dollars on plans to avoid economic slowdowns and problems, none of them were prepared for the devastating consequences of the current pandemic. In this episode, we’ll be exploring if bond funds are going to be the next financial disaster and what to do to adequately protect your retirement.

In this timely episode, we address some of the pressing concerns and issues in the world today that may affect people retired or approaching retirement. We address how the COVID-19 pandemic may affect your retirement lifestyle and discuss Warren Buffet’s reaction and investment strategy based on the recent Berkshire Hathaway's 2020 Annual Shareholder Meeting. We also discuss how to use the M.U.G. bucket planning approach that many are using to ensure a successful and confident retirement.

In this candid interview our CEO Terry Heys explains why he left the Wall Street big banks and took the reins of leading Annuity Gator. Terry reveals why he adamantly disagrees with the conventional financial advice given to retirees. You’ll also discover some of the most common mistakes we see retirees making today and what you should do instead. Terry will also help you compare and contrast the pros and cons of working with local advisors versus one that is “virtual” and how technology is shaping the way consumers receive retirement planning guidance.

In this episode, our CEO Terry Heys reveals how annuities fit into a retirement plan and whether or not an annuity may be right for you. Terry will help explain the key differences between what we call the “distribution phase” versus the “accumulation phase.” You’ll also discover what should be the primary goal of your savings when you’re approaching retirement or when you are currently retired and why many people are turning to annuities to help provide them with guaranteed lifetime income.