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How Annuities Can Serve Your Retirement Portfolio with Wade Pfau

Today’s guest is Wade Pfau, the Retirement Researcher. He’s the author of The Retirement Researcher’s Guide Series, a collection of books in which he’s explored investment-based strategies, ways to use reverse mortgages to secure your retirement, and much more. Wade has dedicated his career to helping retirees answer tough questions, understand their options, and build financial plans that will truly serve them. In his new book, Safety-First Retirement Planning, he provides highly insightful, valuable information for anyone considering making annuities a part of their retirement portfolio. Today, Wade returns to the podcast for a deep dive into this topic. You’ll learn how you can utilize the many financial products available to reduce your risk, the different approaches you can take as you create your retirement plan, and the intentional strategies that will help you live the life you spent your career aspiring toward. ====================== Get Today's Show Notes! ====================== To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit http://retirewithpurpose.com/121 📅 SCHEDULE A CONSULTATION: Book a 15-minute call with a Howard Bailey Advisor to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu ==================== ABOUT YOUR HOST CASEY WEADE: Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing. ==================== ABOUT HOWARD BAILEY FINANCIAL: Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here: http://www.retirewithpurpose.com We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process ==================== FIND US ON SOCIAL MEDIA: Facebook:   / howardbaileyf.  . Instagram:   / howardbailey.  . ==================== DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU®, ChFC®, and RICP® designations and marks are the property of The American College, which reserves sole rights to their use, and are used by permission. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19.

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