Index Annuities Unmasked - Good Deal or Bad Advice?
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Index Annuities Unmasked - Good Deal or Bad Advice?
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About this listen
Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to explain how indexed annuities actually work, how they’re marketed, and why the numbers tell a very different story.
You’ll learn about caps, buffers, fees, and the hidden costs that limit growth -- and why many indexed annuities end up performing more like bonds, without the same liquidity.
Here’s some of what we discuss in this episode:
📊 Index annuities vs. stocks and bonds — the real return numbers
🧩 Why “no downside risk” doesn’t mean no risk
⚠️ Hidden costs that eat into your annuity growth
📉 How caps and buffers limit your potential upside
💡 When annuities can make sense — and when they likely don’t
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H