Season 1
Should You Buy an Annuity? Surrender Periods, Hidden Fees & Legacy Planning Without Kids | Finance Unfiltered Ep. 2
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.
Susan sits down with Luke McCarty of McCarty Wealth for a no-fluff breakdown of what's actually moving markets right now. Topics covered: How the Iran conflict is influencing portfolio moves and where money is flowing What a new Fed Chair (including Kevin Warsh) could mean for markets — and why history isn't on investors' side Why the "safe" bond strategy hasn't been so safe lately, and what conservative investors are doing instead Where interest rates are headed and how to position now