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32 – RILAs, Risks & Retirement: Are You Playing It Too Safe?
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the truth about RILAs—Registered Index-Linked Annuities—and why they may not offer the protection you think. Learn the key differences between RILAs, fixed indexed annuities, and variable annuities, and why Stewart favors a barbell strategy for both growth and security in retirement.
You’ll also discover:
- Why taking too little risk in retirement can be just as dangerous as taking too much
- The hidden dangers of “buffered” annuities
- When it’s time to refinance your retirement and trade in underperforming annuities
- How to age gracefully—financially and physically
- The importance of healthcare planning, long-term care costs, and tax strategy in your later years
- Why your financial advisor should always be looking at your tax return
If you’re seeking a smarter, safer, and more holistic retirement plan, this episode is a must-listen.
For your complimentary portfolio review and tax strategy session, visit AssetPreservationWealth.com or call: 877-5-RETIRE (877-573-8473)
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