Sa For Fas

Retirement Advisor: Unleashing Your Inner 50-Year-Old

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Synopsis

What would rekindle the aggressiveness of a 50-year-old in a 65-year-old investor? Ironically, adopting what is thought to be a highly conservative approach: annuitizing a portion of the portfolio. This podcast (6:50) argues that the “smell of death” consumers detect in annuities is really a function of feeling like they can never again take risk; yet a partial annuitization strategy can actually increase capacity to take risk.Learn more about your ad choices. Visit megaphone.fm/adchoices