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#112 Cary Boring - Annuities: The Good, The Bad and The Ugly

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内容由Money Matters With Dino and Dino Katsiametis提供。所有播客内容(包括剧集、图形和播客描述)均由 Money Matters With Dino and Dino Katsiametis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Annuities are very misunderstood. What kind do you go into? What are they for exactly? Can they grow significantly for retirement? There are so many options, some not good at all and some very good depending on where you are in your planning. It’s important to sit down with someone who really understands the Annuities so that you match your needs with the right vehicle.

Certified Financial Planner, Cary Boring from Trilogy Financial in Huntington Beach California came on the show to educate us on the good, the bad and the ugly in the realm of annuities. Here’s just some of the things Dino and Cary talked about.

  1. What type of Annuities are available and why would you choose one of another?
  2. How does the guarantee work with and Annuity?
  3. Is there a minimum buy in to an Annuity?
  4. What age groups benefit most from Annuities?
  5. What should a client look at to be sure that they’re getting the right Annuity?

For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

  continue reading

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Manage episode 151538232 series 1030583
内容由Money Matters With Dino and Dino Katsiametis提供。所有播客内容(包括剧集、图形和播客描述)均由 Money Matters With Dino and Dino Katsiametis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Annuities are very misunderstood. What kind do you go into? What are they for exactly? Can they grow significantly for retirement? There are so many options, some not good at all and some very good depending on where you are in your planning. It’s important to sit down with someone who really understands the Annuities so that you match your needs with the right vehicle.

Certified Financial Planner, Cary Boring from Trilogy Financial in Huntington Beach California came on the show to educate us on the good, the bad and the ugly in the realm of annuities. Here’s just some of the things Dino and Cary talked about.

  1. What type of Annuities are available and why would you choose one of another?
  2. How does the guarantee work with and Annuity?
  3. Is there a minimum buy in to an Annuity?
  4. What age groups benefit most from Annuities?
  5. What should a client look at to be sure that they’re getting the right Annuity?

For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

  continue reading

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