Posts tagged SPIA
#413 - Are I-Bonds a Smart Investment for My Retirement Portfolio?
#413 - Are I-Bonds a Smart Investment for My Retirement Portfolio?

Do you have a net worth statement that you update regularly? Whether or not you do, you’ll want to learn about the psychological benefits that this exercise can create. In this episode of The Retirement Answer Man show, we’ll discuss what a net worth statement is and how you can gain from creating one regularly.

You’ll also hear several listener questions that range from inherited IRAs to I-bonds, to SPIA annuities. If you are interested in rocking retirement, you’ll need to arm yourself with the knowledge to help you navigate this change in life. Listen in to get started on your retirement education journey.

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PodcastsRoger Whitneyinvestment portfolio, net worth statement, I-bonds, SPIA, IRA
#401 - Listener Questions: Is an Immediate Annuity a Good Option for Me?
#401 - Listener Questions: Is an Immediate Annuity a Good Option for Me?

Do you feel like you are late to the ball game in saving for retirement? Have you ever wondered if an annuity could take some of the stress out of writing your own retirement paycheck? Are you trying to figure out the best way to self-fund long-term care for you or your spouse?

All of these questions come directly from listeners like you. If you have questions about retirement, Fridays are a great time to tune in. We are now releasing 2 episodes a week: one focused on the monthly theme and the other focused on listener questions.

If you have a query of your own question head on over to RogerWhitney.com/AskRoger to submit your retirement questions.

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PodcastsRoger Whitneylistener questions, HSA, maximize retirement savings, SPIA, 401k, annuites