

Should You Buy an Annuity? Surrender Periods, Hidden Fees & Legacy Planning Without Kids | Finance Unfiltered Ep. 2
Finance Unfiltered di McCarty Wealth
S1 · E2
15 set 2026
08:59
Note sull'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
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Certified Financial Planner
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legacy planning