Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to...
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Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to...
Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to...
