Our special Friday bonus episode this week is Part 2 of the discussion with Kerry Pechter, whose “2nd edition of Annuities for Dummies” was released on July 20th. In this episode, we learn how Kerry uses annuities within his own retirement plan, and we discuss how private equity firms have impacted the annuity market. Listen now to learn more!

Links:

Click here to watch this episode on YouTube: https://youtu.be/ITJgWb4Lz84?si=P_5F_u2fZxLHjbdt

Purchase Annuities for Dummies 2nd Edition by Kerry Pechter: https://www.amazon.com/Annuities-Dummies-Kerry-Pechter/dp/1394168586/

Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”