Is your retirement plan built to weather the storm—or is it quietly springing leaks? In this episode, Annetta Carter of Magnolia Financial Strategies breaks down how market volatility, outdated insurance policies, and overlooked tax strategies can quietly erode your financial future. From the power of proactive portfolio management to the surprising truth about old annuities and universal life policies, Annetta shares real-world insights to help pre-retirees and retirees stay ahead. Plus, a timely reminder to revisit your will and trust before life changes catch you off guard.
Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!
Follow us on social media: Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!