Should You Buy an Annuity? Surren...
Should You Buy an Annuity? Surrender Periods, Hidden Fees & Legacy Planning Without Kids | Finance Unfiltered Ep. 2
Finance Unfiltered por McCarty Wealth
T1 · E2
15 sept 2026
08:59
Notas del episodio

Join Susan and Luke as they break down the real talk on annuities: are they actually worth it, what happens if you're locked into a bad policy, and how the McCarty Wealth team handles fees with full transparency. Plus, planning a legacy when you don't have kids.

⏱️ Timestamps

0:00 – Intro

0:40 – Does a CFP® recommend annuities?

3:23 – Stuck in my current policy — what do I do?

5:36 – McCarty Wealth's fees: transparent pricing

7:06 – Leaving a legacy behind with no children

8:28 – Outro / next episode

📍 4175 US-1 Ste 101, Rockledge, FL 32955

📞 (321) 221-7870

Have a question for our team?

Reach out to McCarty Wealth to schedule a consultation.

🔔 Subscribe for new episodes of Finance Unfiltered.

Palabras clave
annuity pros and cons
Brevard County financial planning
transparent fee advisor
Certified Financial Planner
surrender charges
legacy planning