I Used to HATE Annuities Too
FREE Understanding Annuities Course: π https://SpicerCapital.com/understandi... I entirely avoided annuities for more than a decade of my professional financial planning career. I thought the primary reason someone might recommend them was to earn a commission. I still believe most annuity salespeople do not fully understand them, exactly how they work, and consequently if, when, and where they might make sense in one's overarching financial plan. This video shares my journey to discover the truth... ------------------------------------------------------------------------------------------ If you're new to my channel... Welcome! My name is Stephen Spicer. π I'm aβ¦ β Certified Financial Plannerβ’ β Accredited Estate Planner β Chartered Life Underwriter β Certified Long-Term Care Specialist β Fiduciary advisor (on 2 levels: professionally, via the CFP Board; and legally, via government regulators) β Iβve helped 100s of clients β Over 15 years in the industry π The goal of my advisory firm, Spicer Capital, (and this channel) is to help you not get killed by taxes β οΈ and to overcome the significant risks to which mainstream investment advice leaves you exposed. π£ If you're not familiar with those risks, well... you should be! π₯ That's the reason I wrote Stop Investing Like They Tell You.π (https://amzn.to/40kg7ec) π₯ I believe the reason it hit 1 on WSJ's bestseller list is because, deep down, people know something is not quite right with the stock-and-bond-only portfolio. Send me an email, I'd love to share a free copy with you! π At Spicer Capital, we are wealth managers helping you with everything financial planning, from cash flow to estate to tax to investment optimization. If you'd like to learn more and schedule a time to meet with an advisor, visit us at https://SpicerCapital.com/Learn-More. --- TIMESTAMPS: 0:00 - Terrible Annuities 1:15 - Why I Looked Elsewhere for Solutions 1:48 - The Push to Research Annuities Again 4:18 - My Annuity Research 5:28 - Our New "Understanding Annuities" Course 7:20 - When Annuities Make Sense 8:28 - Why A Course? LINKS: (1:06) The video about My History is at the bottom of this page: https://SpicerCapital.com/understandi... (8:04) Understanding Annuities Course - https://SpicerCapital.com/understandi... #annuities #financialplanning #retirementplanning DISCLAIMER: Spicer Capital, LLC is an RIA (Registered Investment Advisor). All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions. See all our disclaimers and disclosures here: https://spicercapital.com/disclosure.
