The Retirement Message
The Retirement Message
Playlist by The Retirement MessageAnnetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping…Follow the podcast:
85 clip(s) in playlist
Cushion, Rebalance, Repeat: Building a Smoother Ride to Retirement
Market rallies may grab headlines, but the real risk for those nearing retirement is how a downturn can derail your income plan. In this episode, Annetta Carter explains why protecting against sequence of returns risk matters more than chasing short-term gains—and how fixed index annuities and stru…
20:58
Tax Time Bombs: How to Defuse Retirement’s Biggest Surprise
What if the biggest surprise in retirement isn’t how much you’ve saved, but how much you’ll owe in taxes? In this episode, Annetta Carter breaks down why understanding tax rules, Social Security strategies, and inflation is key for protecting your income and legacy. Discover how proactive planning …
20:58
A Conversation about Market Guard with Brad Jenkins
What if the real risk in your retirement plan isn’t the market, but a one-size-fits-all approach? This episode of The Retirement Message with Annetta Carter features Brad Jenkins, creator of Market Guard, as he reveals why true financial stability means balancing growth with preservation, customizi…
30:54
Why Income Planning and Inheritance Go Hand in Hand
Are you prepared for a retirement that could last 30 years—or for the wealth you might inherit along the way? This episode of The Retirement Message with Annetta Carter explores how to build income streams that keep pace with longevity, why annuities deserve a second look, and how to navigate the “…
20:33
Best Of: Tax Traps, Market Swings, and the Power of Planning
What if the real risk in retirement isn’t just market swings, but emotional decisions? Annetta Carter shares how a non-emotional, mathematical approach can help you navigate volatility, avoid costly mistakes, and build lasting income. Learn why understanding taxes, Social Security, and investment c…
19:43
Why Simplifying Your Finances Could Save Your Future
Is your retirement plan as unique as your life—or are you stuck with a one-size-fits-all strategy? This episode of The Retirement Message with Annetta Carter explores the critical decision between a pension lump sum and monthly check, why simplifying your financial life matters, and how independent…
18:24
Are You Fumbling Your Retirement at the Goal Line?
Are you at risk of fumbling your retirement just inches from the goal line? This episode of The Retirement Message with Annetta Carter reveals why outliving your assets is the top fear for retirees—and how guaranteed income, smart annuities, and updated strategies can help you avoid costly mistakes…
20:27
One More Year: The Secret to a Stronger Retirement
How much will healthcare really cost in retirement—and could “one more year” at work make all the difference? This episode of The Retirement Message with Annetta Carter dives into the realities of rising medical expenses, Medicare options, and the impact of delaying retirement for better financial …
19:13
Is Social Security Just a “Gimme Putt” in Retirement?
Is Social Security really enough to fund the retirement you want—or is it just a “gimme putt” in a much bigger financial game? This episode of The Retirement Message with Annetta Carter reveals why relying on a single income source can leave you short, how inflation and longevity can derail even th…
20:18
Don’t Let Your Retirement Become a Box Office Flop
Is your financial advisor really working for you—or just making you feel stuck? This episode of The Retirement Message with Annetta Carter explores the warning signs that it might be time to put your advisor on the hot seat. Discover why personal connection, clear communication, and tailored strate…
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