On this episode Steve discusses the importance of annuities in retirement planning, particularly in relation to longevity risk. He explains the different types of annuities and their roles in providing guaranteed income. The conversation then shifts to the impact of interest rates on retirement income strategies, emphasizing the need for individuals nearing retirement to reassess their options. Finally, the discussion covers social security optimization, highlighting the significance of survivor benefits and the advantages of delaying social security claims.
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Join the Aul Financial Group team for “Taxes in Retirement” dinner seminars and learn from Steve and the team about how tax laws change and how to plan for that. Call 636-230-8824 to find out if this is a fit for you and to reserve your spot for the dinner seminars here and office presentation here. These take place June 10th, 12th, and 24th.
Hear the “The Aul Financial Hour” every Saturday at 10a and Sunday at 6p on KMOX News Radio 1120 and Saturdays at 6a on 97.1 FM Talk in St. Louis. And hear episodes of the podcast here: https://aulfinancialgroup.com/aul-media/ .
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