Monthly Archives: July 2021

FEATURE

6. The ABC’s Of Annuities

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

The common misconceptions of annuities is that they are expensive, boring, and just something financial advisors try to sell. But is that truly the case?

In this episode, Scott Leonardi discusses the history of annuities and debunks the common misconceptions about how they work. Scott reveals the different types of annuities and how each could potentially benefit you if utilized correctly within your retirement plan.

Scott discusses:

  • The history of annuities
  • The different types of annuities
  • The importance of understanding the fees in products
  • How annuities are guaranteed
  • And more

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FEATURE

5. Don’t Go Broke In a Nursing Home

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

Let’s be honest, nursing homes can be expensive, especially when you have not taken the time to put plans into place for long-term care.

In this episode, Scott Leonardi discusses long-term care and the things that you should be considering and preparing for now, so when you need it, you are able to pay for it. 

Scott discusses:

  • Why you can’t always rely on Medicare and Medicaid
  • The dangers of relying on your spouse or children for care as you age
  • Why you need to start putting strategic plans into place for long-term care early
  • The types of care and how plans play into them
  • And more

Resources:

Scott’s Book: Don’t Go Broke in a Nursing Home

Connect With Scott Leonardi:

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