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