Taboo Topics: Politics and Annuities 🤫 - podcast episode cover

Taboo Topics: Politics and Annuities 🤫

Oct 22, 202420 min
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Episode description

Greg shares 5 reasons why talking about money is vitally important when near or in retirement, along with a story that illustrates why talking to the right person for where you are in life is key. Greg and Kristin also discuss a controversial income option some consider for retirement dollars, along with strategies that are usually worth avoiding, and why.

 

👨‍💻 Enjoy a copy of Legacy’s My Retirement Kit to help you get organized!

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