In this episode Glen is joined by financial adviser Nathan Fradley to discuss what an annuity is and how it works. They cover:

👉🏼 what are annuities and why are they incentivised

👉🏽 how they work

👉🏾 Centrelink concessions

👉🏿 a practical example case study

👉🏻 will I be better off by using an annuity?

👉 does the payment increase?

👉🏼 who do they help

👉🏽 downsides to consider

📘 The Quick-Start Guide to Investing by Glen James and Nick Bradley: https://www.investingbook.com.au/

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose

to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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