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In this episode, Jennifer discusses the results of a survey and shares the top financial concerns for retirees.
Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Finseca Focus Magazine, TABBForum, CNET, and Yahoo! Finance. She is a member of both the National Association for Fixed Annuities and the National Association of Insurance and Financial Advisors.
annuity.org/retirement/planning/retirees-top-financial-concerns
To learn more, visit:
https://www.linkedin.com/in/margueritacheng
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. FOREST HILLS FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0L64608, 2023-159059. Exp 08/2025
