Whole life insurance is just one of the financial products that can have a huge positive impact on your life and finances. Adjacent to that is a product called an annuity, that I’ve recently begun to learn more about.

Annuities can be a great way to create more income in retirement so that you can have a guaranteed income stream to rely on. Finding these solutions can help you enjoy your time more, and reduce any stress that may come with a fixed income.

I’d like to share with you some thoughts on an upcoming documentary that explores the retirement struggles of the Baby Boomer generation. The documentary itself is not out yet (though it will be released in the summer). However, I had the opportunity to view it early, and it really is a wonderful source of inspiration. In the below video, you can hear about some of my thoughts on the documentary, and the topic: whole life insurance and annuities.

Stick around for the end of the video, where I speak with Tom Hegna, one of the minds behind the documentary, “The Baby Boomer Dilemma.”