Speaking of Retirement

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Finding the Answers for Your Financial Future

T

he hardest part of planning for retirement might be knowing where to start. That’s why the Alliance enlisted four trusted financial professionals to answer some of your most common questions about retirement. In these short videos, they provide straightforward and candid answers about the changing nature of retirement and retirement planning, as well as simple tips on how to take the first steps, how to cover the things you have to pay for, how annuities can be a powerful tool for protecting and growing your retirement income, and finding and working with the right financial professional.

These answers and tips can help you get started on living the life you want during this exciting chapter in life.

At the bottom of this page are resources to get you started and thinking about your retirement income needs, tools that can help you figure out whether you’ll have enough money to last throughout retirement, and easy-to-understand information about protected income from annuities.

  • We’re living longer and that makes it more important that we lock in the money we need throughout our increasingly longer retirement years. Heather Drebenstedt explains how you can use an annuity to create a lifetime stream of income that can add security to your retirement plan.

    HOW RETIREMENT HAS CHANGED AND LOCKING IN INCOME – FP HEATHER DREBENSTEDT

  • We all know that saving is a big part of retirement planning. But how do you take a holistic approach that incorporates all aspects of your life? Jeannette Bajalia walks through how to think more broadly about retirement income planning, including how to turn some of your savings into an income stream that can last a lifetime.

    UNDERSTANDING RETIREMENT INCOME AND RETHINKING RETIREMENT PLANNING – FP JEANNETTE BAJALIA

  • When it comes to planning for today’s retirement, much of the burden rests on you. You need to save enough money and create a plan to cover your expenses. That’s why the expertise of a financial professional is so valuable. Eszylfie Taylor discusses how to find a professional that’s right for you and questions you should be sure to ask.

    FINDING THE RIGHT FINANCIAL PROFESSIONAL AND MAKING YOUR SAVINGS LAST – FP ESZYLFIE TAYLOR

  • If you’re just starting your retirement journey, you likely have lots of questions about funding essential costs. Blanche Cheeley talks about getting your retirement plan going, addressing the basics of a retirement plan and finding a financial professional who can help you.

    PLANNING FOR HEALTHCARE COSTS AND FINDING THE ANSWERS FOR YOUR FUTURE – FP BLANCHE CHEELEY

  • HOW RETIREMENT HAS CHANGED AND LOCKING IN INCOME – FP HEATHER DREBENSTEDT

  • UNDERSTANDING RETIREMENT INCOME AND RETHINKING RETIREMENT PLANNING – FP JEANNETTE BAJALIA

  • FINDING THE RIGHT FINANCIAL PROFESSIONAL AND MAKING YOUR SAVINGS LAST – FP ESZYLFIE TAYLOR

  • PLANNING FOR HEALTHCARE COSTS AND FINDING THE ANSWERS FOR YOUR FUTURE – FP BLANCHE CHEELEY

  • Eszylfie Taylor on why you make retirement planning a priority.

    WHY IS RETIREMENT PLANNING IMPORTANT?

  • Heather Drebenstedt provides basic information about annuities and what they can do to secure your income in retirement.

    WHAT IS AN ANNUITY? HEATHER

  • Financial planning for retirement doesn’t need to be a solo journey. Here are the benefits of having the right financial professional at your side.

    HOW CAN I BENEFIT FROM THE HELP OF A PROFESSIONAL?

  • How annuities help ease a main concern in retirement.

    WILL I RUN OUT OF MONEY IN RETIREMENT?

  • Jeannette Bajalia details why your financial professional should talk to you about the role annuities can play in your retirement income plan.

    DO FINANCIAL PROFESSIONALS RECOMMEND ANNUITIES?

  • Eszylfie Taylor on how planning for retirement has changed from years past.

    IS RETIREMENT CHANGING?

  • Our four financial professionals detail why you might want to consider an annuity as part of your retirement income plan.

    WHAT ARE THE BENEFITS OF AN ANNUITY?

  • Eszylfie Taylor discusses the expertise the right financial professional provides in helping you create the best retirement income plan for your needs.

    WHY IS IT IMPORTANT TO HAVE A FINANCIAL PROFESSIONAL?

  • Heather Drebenstedt discusses how longer lifespans have changed how we look at retirement.

    IS THERE A TRUE RETIREMENT AGE ANYMORE?

  • The ABCs of what you’re getting when you buy an annuity to help secure your essential costs in retirement.

    WHAT IS AN ANNUITY? BLANCHE

  • Our experts describe how the retirement landscape has changed and what you need to do today to plan for these years.

    HAS RETIREMENT PLANNING BECOME MORE COMPLEX?

  • The questions a financial professional should ask you during that first meeting.

    HOW DO YOU KNOW IF A FINANCIAL PROFESSIONAL IS TRUSTWORTHY?

  • WHY IS RETIREMENT PLANNING IMPORTANT?

  • WHAT IS AN ANNUITY? HEATHER

  • HOW CAN I BENEFIT FROM THE HELP OF A PROFESSIONAL?

  • WILL I RUN OUT OF MONEY IN RETIREMENT?

  • DO FINANCIAL PROFESSIONALS RECOMMEND ANNUITIES?

  • IS RETIREMENT CHANGING?

  • WHAT ARE THE BENEFITS OF AN ANNUITY?

  • WHY IS IT IMPORTANT TO HAVE A FINANCIAL PROFESSIONAL?

  • IS THERE A TRUE RETIREMENT AGE ANYMORE?

  • WHAT IS AN ANNUITY? BLANCHE

  • HAS RETIREMENT PLANNING BECOME MORE COMPLEX?

  • HOW DO YOU KNOW IF A FINANCIAL PROFESSIONAL IS TRUSTWORTHY?

Related Resources

The Alliance for Lifetime Income provides financial planning tools and resources that will help you get started on developing a retirement income plan with the right financial professional.

Tools & Guides

Find the Right Financial Professional

Go to our resources to find the right financial professional to help you develop a retirement income plan.

Find A Financial Professional

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