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Podcast

Ep #015: What You Should Know About Hybrid Income Annuities

By webteam | July 26, 2018 | 0

We’ve all heard of hybrid cars, hybrid running backs, even hybrid food, but have you heard of hybrid income annuities? They’re a unique type of investment that is becoming more…

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Ep #014: Understanding Variable Annuities

By Don Ross | July 19, 2018 | 0

There are plenty of financial tools out there promising to grow your assets, but sometimes the promise of unlimited upside also comes the potential for unlimited downside. One such tool…

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Ep #013: The Stages of Spending in Retirement

By Don Ross | July 12, 2018 | 0

Have you ever thought about how much you’ll spend after you retire? There’s a common myth that people spend a consistent amount throughout retirement, but that couldn’t be further from…

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Ep #012: The Three Investment Worlds

By Don Ross | July 5, 2018 | 0

Life moves in stages, and it stands to reason that the same is true of investing your money. What makes sense for a 20- or 30-year-old’s investments isn’t going to…

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Ep #011: Preserving and Enjoying Your Retirement Savings

By Don Ross | June 28, 2018 | 0

So many people work hard throughout their lives to save and put money away for retirement, but they don’t spend enough time figuring out what they’re going to do once…

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Ep #010: Tax Tips From A Retiree’s Financial Survival Handbook

By Don Ross | June 28, 2018 | 0

One of the most important things to consider when planning for retirement is how taxes will affect your accounts when it’s time to withdraw. The truth is, it’s not a…

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Ep #009: Investment Insights From A Retiree’s Financial Survival Handbook

By Don Ross | June 28, 2018 | 0

Understanding how to invest is absolutely critical when it comes to achieving your abundant retirement. And that goes beyond the task of choosing where to invest your money—you have to…

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Ep #008: Income Planning For 2018 and Beyond

By Don Ross | June 28, 2018 | 0

Do you have a plan for generating income after you retire? While it may seem counterintuitive to think about earning money in retirement, the fact is that having a plan…

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Ep #007: The 4 Myths of Retirement Part 4: Is Having A Plan Enough?

By Don Ross | June 28, 2018 | 0

Today we’re finishing off our series on retirement myths with the fourth and final misconception: that having a financial plan is enough. Now, this might sound contrary to the advice…

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Ep #006: The 4 Myths of Retirement Part 3: Working After You Retire

By Don Ross | June 28, 2018 | 0

Have you ever wondered what you’ll do after you reach retirement? It’s a common question, but the truth is that your life shouldn’t change dramatically after you retire. And while…

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ross Wealth Advisors and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investment Advisory Services offered through Ross Wealth Advisors, LLC, a registered investment advisor in the State of Ohio. Insurance products and services are offered through Ross Wealth Advisors, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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