That Financial Guy
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
That Financial Guy
EP# 20 Annuities: Are They Right For You?
Is an Annuity Right for You? 🤔
Considering an annuity but unsure if it’s the right fit for your financial goals? In this podcast, we break down the basics of annuities, their benefits, and potential drawbacks. Whether you're planning for retirement, looking for guaranteed income, or just exploring your options, we’ll help you decide if an annuity aligns with your needs.
đź“Ś What You'll Learn:
What is an annuity?
Types of annuities (fixed, variable, indexed).
Pros and cons of annuities.
Who benefits most from annuities?
Key factors to consider before buying one.
🎯 Stay Informed
Annuities can be a great tool for some, but they’re not for everyone. Watch now to see if it’s the right move for your financial plan!
Let me know what you think: keith.wilson@lpl.com
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
đź“ť Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-check-up
To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1
I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.
I trust the information you receive through these videos
proves helpful with your personal financial situation!
Website: www.wfa-nc.com
Facebook: https://www.facebook.com/KeithWilsonF...
Linkedin: https://www.linkedin.com/in/keithwils...
I am looking forward to seeing you achieve your financial goals!
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
đź“ť Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...