Radio Show #111: Social Security, Annuities


We tackle two big retirement questions: When to claim SS retirement benefits and whether it ever makes sense to buy an annuity. Long time listeners of the show know that I am generally not a big fan of annuities, which is why I warn Cathy, Sue, Mary and “J” against buying one. But Lee’s situation is quite different and you may be surprised about my advice.

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Marie and John are wrestling with when to claim Social Security benefits, which was a good opportunity to cover how Social Security benefits might change under President Obama’s budget proposal.

Paul wants to know whether he should follow his broker to a new firm; Jaxom and Deanna need help with portfolio allocation; and we cover some nuances of IRAs from LC and Mrs. K.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE