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We’ve learned that many of the most important retirement decisions aren’t only about finances. They’re about family, communication, and preparing for moments that none of us hope will come. In this episode, I speak with Tami Calais, Aging and Change Coach, owner of Calais Senior …
When people hear the word annuity, they often picture a stream of retirement income. While that’s certainly part of the story, there are important decisions that come long before those payments ever begin. How do the different types of annuities work? Which one might fit your retirement goal…
Retirement tax planning can feel confusing, especially when annuities enter the conversation.  I’ve found that many people aren’t really asking about the annuity itself. They’re trying to understand what happens to their money, how it’s taxed, and whether an annuity is the …
If you’re a woman planning for retirement and an annuity has been recommended to you, the hardest part may not be understanding how it works. It may be deciding whether it actually belongs in your retirement plan. Asking better questions can help you understand what you’re considering before you c…
Annuities often become part of the retirement conversation during major life changes, yet many people still aren’t sure what they actually are or when they make sense. In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific pr…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Eric Blake, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.