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In this episode, Marty offers a straightforward examination of the crucial distinctions between average returns and actual returns in retirement planning.
He addresses common misunderstandings many investors have about these concepts and the significance of the Internal Rate of Return (IRR) in evaluating the true performance of investments.
Highlighting the risks of basing financial decisions on average returns, such as the sequence of returns risk and its effect on retirement funds, the discussion also explores stable income solutions like annuities to counteract market volatility.
There are only four reasons anyone ever buys an annuity—and in this episode, I walk you through each one using a simple acronym: P.I.L.L....
With $2.5 trillion in CDs set to mature over the next year, many savers are facing tough decisions. Should you renew at lower rates?...
00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...
