Can you increase your retirement income AND your legacy for your heirs? Is it the right time to look into buying an annuity?
On today’s podcast, Chris Panagiotu, CFP®, CRPS®, is joined by Dr. Wade Pfau, Ph.D., CFA, RICP®, host of the Retirement Researcher Blog, monthly columnist for Advisor Perspectives, and all-around smart guy. Chris will get into the reasons why Dr. Pfau believes that bonds may not belong in a portfolio, and why right now may – or may not – be a good time to look into annuities. Lots to talk about on Part One of our interview on this edition of CAPitalize, a podcast for the intelligent investor!