Episode #14 - Fixed Indexed Annuities

Episode #14 - Fixed Indexed Annuities

Is it true that certain kinds of annuities can be helpful? The right type of annuity can be a critical piece of a well formulated retirement plan. Fixed indexed annuities, first introduced in the 90s, have gained tremendous popularity in recent years. In today's episode, Gerry helps us understand why.

Episode #13 Common Retirement Mistakes

In this episode, Gerry discusses the common, preventable mistakes that every retiree makes. Retirement can be a time of happiness, freedom, a time to pursue passions you finally have time for. However, it can also be a time of worry if your retirement plan doesn’t address longevity and the fear of running out of money becomes a reality. Gerry explains that with the correct income strategy, you can maximize guaranteed retirement income sources and eliminate the chance of outliving your assets.

Episode #12 The Best Way To Generate Retirement Income

Is it better to have a savings goal, or an income goal for retirement? What are the best financial products to use?  In last week's episode, we reviewed the outline of an actual retirement plan. This week, Gerry takes a deeper dive into maximizing the amount of income you can generate from the assets you have accumulated for retirement.

Episode #11 The 3 Pillars of Retirement Planning

How do you build an actual retirement plan? In this week's episode, we learn about the elements of the '3 Bucket Approach,' exactly what Gerry uses with his clients planning for retirement. When used properly, the '3 Bucket Approach' will help you guarantee streams of income for as long as you are living, grow your retirement assets safely and conservatively, and make sure you have access to funds in a pinch. Gerry also discusses some of the major risks and concerns facing anyone entering retirement and how to not mistake elements of a plan for a real retirement plan.

Episode #10 Why You Should Plan For Retirement

This week’s episode is all about the art of planning for retirement. Listen along as Gerry explains the basics when it comes to creating a simple, cohesive retirement plan and the things you can start to think about as soon as today. When built correctly, a retirement plan will maximize the assets you have accumulated, and minimize the risks and threats that every retiree will face.