Episode 45: Should contractual retirement income options live inside of 401k Plans?

In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play an effective role in helping millions of Americans retire with contractual income solutions for their retirement income paycheck. We also discuss the current landscape of the retirement plan landscape and how it’s evolving to continue to meet the needs of individuals. Listen now to learn more!

Links:

Click here to watch this video on YouTube: https://youtu.be/Z0qjhbkWsdU?si=8p-0fe-zhgHn20dg

Endeavor Retirement: https://endeavor-retirement.com/

Retirement Income Master Class for Advisors Registration Page: https://risaprofile.com/masterclass

 

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”

Recent Episodes

Episode 115: Intro to Long-Term Care Planning

In this episode, Wade and Alex introduce the long-awaited arc on long-term care planning. They discuss the importance of planning for long-term care and the impact it can have on