Tag Archives: Annuities

2021 FEATURE

23. The Academic Honest Investing Vehicles Wall Street Won’t Tell You About



The world of investing is full of different strategies that different people will swear by. But it’s important to actually know which methods are academically founded and focused on making you money.

There may not be one single perfect investing method, but by looking at historical performance and financial science, there are certainly some investment vehicles that are more likely to help you achieve your desired outcome. 

In this episode, Keith Beggs discusses some common investment vehicles that have had proven success, and others that have not had the same type of outcomes. 

Keith discusses: 

  • Safe money investment options that are popular right now 
  • The changing history of Bank CDs and why they may or may not be helping
  • Why fixed index annuities have become one of the fastest growing investment vehicles
  • How fixed index annuities can eliminate some of the common risks of other investment vehicles 
  • And more

Resources: 

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Episode 4 – Do Annuities Deserve a Bad Rap? Here Are Their Pros and Cons



Annuities –– it’s a product that’s both criticized and highly recommended by people in financial services.

Today, Keith Beggs helps you sort through the wildly differing opinions about annuities. He dives into the different types of annuities, consumers’ top concerns about using them, and why economists tout them as a sensible way to provide safe income in retirement. 

In this episode, you will learn:

  • What an annuity is and the two types of annuities
  • About the three types of deferred annuities
  • Whether there are annual contribution limits to an annuity
  • The disadvantages of using annuities 
  • How an annuity gets taxed when you’re retired
  • And more!

Tune in now to get clarity on how annuities work! 

Resources: Steadfast Wealth Strategies: (832) 506-9034 | Keith Beggs on LinkedIn | Looking for Guaranteed Lifetime Income? Join the Club by Michael Finke