• #014 Vaulted Views - Meet the Southern Savant of Retirement Planning

  • Feb 18 2025
  • Duración: 1 h y 9 m
  • Podcast

#014 Vaulted Views - Meet the Southern Savant of Retirement Planning

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Join host Ray Lucia Jr. as he breaks down the often-misunderstood world of annuities, fixed indexed annuities, renewal rates, and the fine print that matters with Chris Lloyd, CFP, CHFC, MBA.


    Takeaways:

    Fixed vs. Fixed Indexed Annuities—What’s the Difference

    The Truth About Renewal Rates & why they impact your long-term returns

    The Importance of Due Diligence—how advisors can better serve clients

    Collaboration & Community in financial planning

    If you're serious about financial planning & personal finance, this episode is a must-watch.


    Follow me on social media:

    Twitter: @rayluciajr

    LinkedIn: /rayluciajr

    Leave a comment below with your thoughts on the episode!


    #personalfinance #retirementplanning #financialplanning #financialadvisor #financialsuccess #businesspodcast #financepodcast
    Más Menos
Más Menos
adbl_web_global_use_to_activate_webcro805_stickypopup

Lo que los oyentes dicen sobre #014 Vaulted Views - Meet the Southern Savant of Retirement Planning

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles