GUEST: Sheryl Moore - The Power of Indexed Annuities

With a career spanning over 25 years, Sheryl has left an indelible mark on the industry, from her early days at Athene to founding her own market research firm. Her latest book, "Why I Bought Indexed Annuities," is praised by economists and industry experts alike. Together, we address the misconceptions and highlight the benefits these financial instruments offer for a stable retirement.

This episode promises to arm you with the knowledge to make informed decisions about your retirement planning. Sheryl Moore shares her candid insights and research-backed findings, offering a fresh perspective on how indexed annuities can optimize your retirement income. We also discuss her collaboration with notable figures like Dr. David Blanchett and Dr. Michael Finca, whose endorsements lend credibility to her work. You'll also hear about Sheryl's involvement in the eye-opening documentary "Baby Boomer Dilemma," which challenges the notion that 401(k)s are the only viable retirement option.

From understanding the fine print in annuity contracts to the psychological comfort of guaranteed income, this episode is packed with actionable advice. We delve into the importance of minimizing taxes in retirement and why diversified portfolios often include annuities. Financial experts like Tom Hegna advocate for multiple annuities, and research shows retirees with guaranteed income tend to spend more confidently. Don’t miss this chance to learn how to secure your financial future with insights from one of the industry’s leading experts.

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