In this episode of the "GenWLTH Podcast" and "Wealth Tip Wednesday," financial educator Judy Robbins shares her personal journey through financial hardship and explains how it inspired her to help others secure their financial futures. She discusses what to do with retirement accounts when leaving a job and highlights fixed indexed annuities—specifically Zenith Growth—as a safer, growth-oriented alternative to traditional market-based accounts. Judy illustrates the benefits with a real-life success story and encourages listeners to make informed decisions to protect and grow their retirement savings.
What to Do With Old Retirement Accounts (00:02:27) Discusses options for old 401(k)s and IRAs after leaving a job, and introduces fixed indexed annuities.
Market Risk and Historical Downturns (00:03:38) Reflects on market crashes in 2001 and 2008, and the impact on retirement accounts.
Introduction to Rollovers and Fixed Indexed Annuities (00:04:42) Explains rollovers, fixed indexed annuities, and their benefits, including the 0% floor.
Features of Zenith Growth Fixed Indexed Annuity (00:06:01) Details the Zenith Growth annuity, its terms, features, and emergency access options.
Client Success Story: Comparing Returns (00:07:20) Shares a client’s experience comparing returns from a fixed indexed annuity versus a traditional IRA.
Benefits and Emotional Impact of Annuities (00:08:30) Discusses the emotional relief and satisfaction clients feel with annuities, and the importance of security.
Powerful Quotes from the Episode:
Judy Robbins, 00:00:03, 'We lost everything—our savings, our security, our sense of financial stability.'
Judy Robbins, 00:00:03, 'I was left to pick up the pieces, and through that journey, I realized how critical it is to have a financial plan in place.'
Judy Robbins, 00:02:27, 'I help my friends, I help my clients, I help even family that has left a position and they don't know what to do with their old retirement accounts.'
Judy Robbins, 00:09:33, 'I love security, but I still want to have growth if at all possible.
Resources
- WEBSITE: https://sixthandking.com/
- FOLLOW THE PODCAST: GenWLTH with Judy Robbins on Apple Podcasts and Spotify
- CONNECT WITH JUDY: Facebook, Instagram, LinkedIn
- Book a Free Consultation with Judy: https://calendly.com/judy-sixth-and-king
Podcast Produced and edited by the team at ResilientVoiceMedia.com
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