Ep 8: Social Security, Annuities, and Life Insurance – Mailbag Edition

On today’s show, we’re going to open up the mailbag and find out what questions you have for Ryan. Over the course of this episode, we’ll tackle annuities, life insurance policies, Social Security strategy, and whether it’s time to be more aggressive with your investments. 

If you’ve been curious about any of these financial planning topics, we hope this episode might provide a little more clarity and help you understand how we work through each of these items with our clients. 

 

Here’s some of what you’ll learn on the podcast: 

·      What should you do with your annuity once it has matured? (1:37)

·      Should you add a life insurance policy after retirement? (4:00)

·      Why Social Security claiming should be a part of your retirement planning discussion.  (5:29)

·      Which one is better – term life insurance, universal life, or whole life? (9:12)

·      Is now a time to be a little more aggressive in order to get better returns? (12:18)

CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/

Email: [e-mail]

Call: 714-462-9155

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.