September 7, 2026 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Do You Need an Annuity in Retirement – What You Need to Know
Radon and Murs discuss whether you can truly be a fiduciary and still talk about annuities and walk through exactly when an annuity earns a place in a retirement plan versus when it doesn’t.
Listen in to learn about the three-bucket strategy for organizing retirement money, why an income safety bucket targets a specific historical return range instead of chasing the market, how sequence of returns risk can quietly damage a retirement plan, and the honest, no-spin answer to the fee concerns you’ve probably come across online.
Do You Need an Annuity in Retirement – What You Need to Know
“Are you a fiduciary?”
It’s a question we hear regularly from people getting to know us. For someone familiar with annuities, that question can come with another one: How can a fiduciary recommend a product that may pay a commission?
The answer starts with understanding what being a fiduciary actually means. From there, we can look at why an annuity might come up in a retirement planning conversation, what purpose it could serve, and how we determine whether it has a place in a particular plan.