How Annuities Can Help Protect Principal in Retirement
Update: 2025-06-17
Description
This week, Ross McGoodwin talks with Brennan Decima, Managing Director of Decima Wealth Consulting. Brennan specializes in creating tailored strategies that empower clients to achieve financial goals and preserve wealth across generations. His approach blends in-depth knowledge of tax planning, estate planning, investment management, and risk mitigation to offer comprehensive solutions that address both current needs and long-term aspirations.
Ross and Brennan discuss how breakaway advisors can leverage advisory annuities for principal protection and retirement income planning, especially in today's volatile markets and uncertain tax environment. Brennan highlights how DPL's innovative tools and technology have streamlined his transition to a fiduciary model.
Ross and Brennan discuss how breakaway advisors can leverage advisory annuities for principal protection and retirement income planning, especially in today's volatile markets and uncertain tax environment. Brennan highlights how DPL's innovative tools and technology have streamlined his transition to a fiduciary model.
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