Fisher Investments vs. Annuity Straight Talk

Episode 77 February 24, 2023 00:24:56
Fisher Investments vs. Annuity Straight Talk
Annuity Straight Talk
Fisher Investments vs. Annuity Straight Talk

Feb 24 2023 | 00:24:56

/

Show Notes

Are all types of annuities deserving of hate? The answer is not black and white. While certain types may have drawbacks, others can offer advantages and fit well with your financial objectives and situation. It's important to weigh various viewpoints, including those from reliable sources such as the federal government, respected academics, and investment guru Ken Fisher.

However, when it comes to financial products, you shouldn't solely rely on marketing tactics and catchy slogans. Fisher Investments' "Why I Hate Annuities and You Should Too" campaign may have an agenda or bias that could influence the message. In this episode, Bryan will provide an objective evaluation of the pros and cons of annuities, along with insights into the potential motives behind Fisher's marketing campaign. This will help you make an informed decision that aligns with your financial goals and values.

What You’ll Learn from This Episode:

[1:43] Fisher Investments vs. Annuity Straight Talk

[4:40] Advertising online, website layouts, and SEOs 

[13:37]  Is a fixed-index annuity right for you? 

[15:13]  Bonds: Value increases as rates drop.

[15:28]  A favorable yield is based on the reduction of rates over time

[17:28] Index annuities give you tremendous upside potential. 

[21:16]  Retirement Planning vs. Buy and Hold

Key Quotes:

 "This is all about balance, not one or the other."

 “Like anything else, it has to be a fit for you, personality-wise and strategy-wise.”

Resources:

Annuity Newsletter

Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com 

Other Episodes

Episode 21

November 11, 2021 00:28:44
Episode Cover

Matching Annuity Philosophy

The goal of retirement income planning is to provide income for life but matching your retirement income strategy to your specific needs can be...

Listen

Episode 122

January 26, 2024 00:10:57
Episode Cover

Fidelity Annuity Recommendations

00:00 Fidelity Annuity Recommendation 01:11 Fidelity and other major investment firms are now recommending annuities as part of their investment strategies. 03:04 It's important...

Listen

Episode 105

September 15, 2023 00:28:13
Episode Cover

The Best Way To Analyze Annuity Options In 2023

Welcome to Episode 105 of the Annuity Straight Talk Podcast! In this episode, Bryan Anderson, the founder of AnnuityStraightTalk.com, dives deep into the AST...

Listen