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Why Retirees Are Rethinking Annuities Right Now

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Annuities are making a surprising comeback, but not for the reasons you might think. In this episode, Michelle Anthony breaks down why today’s retirees are shifting from chasing returns to securing reliable income. As market volatility, inflation, and longer lifespans reshape retirement planning, annuities are being reframed as a risk management tool rather than an investment. Michelle explains how higher interest rates, the loss of traditional pensions, and growing concerns about outliving savings are driving this change. Through real client examples, she highlights how creating an income “floor” can support confidence while still allowing for growth. The conversation also addresses common misconceptions and why coordination across taxes, income, and investments matters more than ever.

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The Financial Revamp

Tired of the same, worn-out retirement advice? Need a new perspective on the financial issues on you 
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