Annuity Basics: Concise and Easy to Understand!

The Retirement Guide / Retirement Planning Education

07/27/23 • 8 min

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"Welcome to Episode 7: Annuity Basics: Concise and Easy to Understand!
In this episode, we're cutting through the jargon and simplifying annuities for you. Join us as we demystify what annuities are, how they work, and explore the different types available. This concise and easy-to-understand guide will help you to make informed decisions about your retirement income. Whether you're nearing retirement or already retired, don't miss this essential discussion that can shape your financial future!"

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

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07/27/23 • 8 min

The Retirement Guide / Retirement Planning Education - Annuity Basics: Concise and Easy to Understand!

Transcript

Before I get started, I’d like to explain why there are two similar episodes on Annuities. I asked my wife and daughter to listen to Episode 6 on Annuities. They both said it was difficult to understand and they had a hard time following. So, I decided to do an easier to understand version and here it is.
So, let’s get started— Today it's all about annuities! We'll break it down into an easy-to-understand way, covering what they are, how they work, and what retirees should think abou

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