Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?

Today’s high interest rates offer you a unique advantage when leveraged with guaranteed lifetime income options, especially when it comes to the longevity and stability of your retirement income. That’s why in this episode of the Retire With Purpose Podcast, we‘re exploring how guaranteed lifetime income stacks up against traditional income options and in what instances it might make sense to incorporate into your retirement strategy.
Join us as we discuss:
* Our thoughts on today’s high interest rate environment and where it’s headed.
* The differences between annuitization and guaranteed lifetime income benefits.
* Why annuitization works better with qualified accounts versus non-qualified accounts.
* Why retirees tend to spend more with guaranteed lifetime income.
* How guaranteed lifetime income can also provide increased volatility protection and after-tax wealth.
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ABOUT YOUR HOST CASEY WEADE:
Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.
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Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
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DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.