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When an Annuity Makes Sense: A Real-Life Example with Andy Panko #annuity #annuityinvestment
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How can an annuity help you secure income in retirement? Annuities often come with a reputation for being complicated, expensive, and overhyped—but they aren’t one-size-fits-all. The truth is, while they’re not the best solution for everyone, there are situations where they can provide the guaranteed monthly income some retirees need.
In this episode, I’m joined by Andy Panko, CFP®, RICP®, EA, and President of Tenon Financial. Together, we’ll cut through the confusion and explore when an annuity might actually be the right fit for your retirement strategy.
Ryan's Book:
Retire With Ryan Podcast Links:
You should consult a financial advisor familiar with your specific circumstances before you make any financial decisions. Nothing in this video constitutes a solicitation for the sale or purchase of any Securities and is for entertainment purposes only. Any mention of rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Ryan Morrissey, CFP, is an investment advisor representative of Morrissey Wealth Management, LLC., a registered investment advisor.
In this episode, I’m joined by Andy Panko, CFP®, RICP®, EA, and President of Tenon Financial. Together, we’ll cut through the confusion and explore when an annuity might actually be the right fit for your retirement strategy.
Ryan's Book:
Retire With Ryan Podcast Links:
You should consult a financial advisor familiar with your specific circumstances before you make any financial decisions. Nothing in this video constitutes a solicitation for the sale or purchase of any Securities and is for entertainment purposes only. Any mention of rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Ryan Morrissey, CFP, is an investment advisor representative of Morrissey Wealth Management, LLC., a registered investment advisor.
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