Annuities in a Retirement Income Plan with Jason Watt
Annuities are a very important tool in the retirement income toolkit, but they don't get nearly as much attention as, say, mutual funds, exchange traded funds, stocks, or bonds. When I thought about creating some education about annuities for the viewers of my channel, I thought it would be great if I could get some help.
And I couldn't think of anyone better than Jason Watt.
Jason is a financial planning educator helping financial planners like me earn our professional credentials like the Certified Financial Planner Professional Designation. I've been a student of Jason's for several years, having taken many of his online courses.
Jason has a huge depth of knowledge about financial planning topics, and he's a tremendous communicator. In this interview, Jason shares his insights on how annuities fit into a retirement income puzzle, the unique features and benefits of annuities, how retirees can systematically layer annuities into their income plans through retirement.
And Jason even shares some of his personal insights from helping his own parents build their retirement income plan.
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