Episode 8 - Part 3: Strategic Considerations for Long-Term Plan

Should annuities be part of your plan early on, or only right before retirement? In this episode of The Annuity Show, host Betsy Hulme wraps up her conversation with Elise Roberts, author of A Journey to Financial Security, to discuss the long-term strategy behind annuities and how to know when it's time to act. Elise explains why the sweet spot is often 10 years before retirement, how tax planning strategies (and the right team of experts) factor into the decision, and why the current environment of strong markets and solid interest rates makes now a prime time to lock in an annuity. She also addresses a common fear: feeling like you've waited too long. The answer? You're never too old — until options start closing around age 80. This episode is packed with practical guidance for anyone thinking about the "what ifs" of retirement, and why planning today protects your choices tomorrow. 📞 Ready to build your long-term plan? Reach out to Elise and her team: 🌐 https://www.securetodayfinancial.com/ 📞 Phone: 954.401.1067 📠 Fax: 888.411.9386 📧 Email: clientservices@securetodayfinancial.com 📍 500 W. Cypress Creek Road, Suite 520 | Fort Lauderdale, FL 33309 #AnnuityShow #RetirementPlanning #FinancialFiduciary #EliseRoberts #SecureTodayFinancial