Category: Client Planning

A Story of Faith, Portfolio Design & Hidden Reasons to Get Annuities Right | Ideas by Mike™ EP56

A Story of Faith, Portfolio Design & Hidden Reasons to Get Annuities Right | Ideas by Mike™ EP56

Is Your Retirement Plan Built on Financial Truths—or Clever Marketing?

Most financial advice you hear online is completely brokenThe biggest names in the industry yell blanket statements like “I hate annuities” or “Bitcoin is a gamble” just to get your eyeballs and pull you into their sales funnelsBut what if the very tools you’ve been told to avoid are the exact ones that could save your retirementAnd worse—what if your “fully diversified” portfolio is actually an overlapping financial trap?

In this thought-provoking episode of the Ideas by Mike podcast™, host Mike Milligan strips away the corporate fluff with this episode’s guest; Tracy Lownsberry, the raw, no-nonsense founder of The Annuity GiantsTracy isn’t your average corporate advisor—he’s a small-town kid who went from Army Special Operations and law enforcement to training tens of thousands of financial professionals across America

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Leave us an email – contact@mikemilligancfp.com
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Episode 56 of Ideas by Mike™ with Tracy Lownsberry is also available on YouTube!