Retirement Planning (Videos)

Shawn Plummer

CEO, The Annuity Expert

Rather watch a video than read about how to retire? Look no further. Here is a catalog of videos that best describe how to perfect your retirement planning strategy.

Frequently asked questions are listed below, with related questions beneath.

Table Of Contents
  1. How much retirement income can I generate from savings?
  2. The Sequence of Market Returns Risk
  3. What is an Annuity?
  4. How does a fixed index annuity work?
  5. Understanding Lifetime Income Riders
  6. How to protect your IRA and 401k from a stock market crash.
  7. Annuity Myths
  8. What is Social Security?
  9. How to prevent running out of money in retirement?
  10. Does the 4% rule still work?
  11. How to keep up with inflation in retirement?
  12. How to reduce taxes in retirement?
  13. How to pay for healthcare and long-term care in retirement?

How much retirement income can I generate from savings?

The Sequence of Market Returns Risk

What is an Annuity?

How does a fixed index annuity work?

Understanding Lifetime Income Riders

How to protect your IRA and 401k from a stock market crash.

Annuity Myths

What is Social Security?

  • What is the full retirement age?
  • How to apply for Social Security?
  • how much Social Security will I get?
  • How is Social Security calculated?
  • How much does Social Security Pay?
  • What is the maximum Social Security Benefit?
  • What is the average Social Security Benefit at age 62?
    • Should I take my Social Security at 62?
    • What are the disadvantages of taking Social Security at 62?
  • How much Social Security do you get if you never worked?
  • Who gets my Social Security when I die?
  • How is Social Security Taxed?

How to prevent running out of money in retirement?

Does the 4% rule still work?

How to keep up with inflation in retirement?

How to reduce taxes in retirement?

How to pay for healthcare and long-term care in retirement?

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Shawn Plummer

CEO, The Annuity Expert

I’m a licensed financial professional focusing on annuities and insurance for more than a decade. My former role was training financial advisors, including for a Fortune Global 500 insurance company. I’ve been featured in Time Magazine, Yahoo! Finance, MSN, SmartAsset, Entrepreneur, Bloomberg, The Simple Dollar, U.S. News and World Report, and Women’s Health Magazine.

The Annuity Expert is an online insurance agency servicing consumers across the United States. My goal is to help you take the guesswork out of retirement planning or find the best insurance coverage at the cheapest rates for you. 

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