How to "refinance" your retirement and get much higher rates

07/10/24 • 11 min

In this week's episode, we'll explore how you can "refinance" your retirement plan. With rates still high, can you replace an older annuity with a newer one at today's much higher rates? What about those fees for changing plans? How does this relate to pension plans? What benefits does reworking your established plan bring? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

Previous Episode

How do your "Who's" impact your happiness in retirement and how "Who Not How" can change your perspective

In this week's episode, we'll discuss how having "Who's" in your life is more important than knowing how to do everything, especially in retirement. Who is the "Who" in your retirement? Do you need to know everything about everything or do you just need to know WHO already knows and you can trust and can help you? Is your current WHO working for you or for their own interests? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

Next Episode

Is it possible to be HAPPY spending money in retirement?

In this week's episode, we'll discuss if it's even possible to be happy and enjoy spending money in retirement. How much of your income will Social Security REALLY replace? What is true INcome and what is IFcome? What does it mean to underlive your retirement? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams