Don’t Outlive Your Money: Kate Beattie

What happens if you outlive your money? What do we need to know
about investments? How can we have peace of mind about our
finances? What does retirement look like in the future? What is
an annuity?


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Kate Beattie is a senior retirement income strategist with
American Funds and she empowers individuals to understand their
finances. She discusses what an annuity is, how to find peace of
mind around your finances, how to not outlive your money, and
more. 


“Think of those folks who are approaching retirement and they’ve
got that family history of longevity, they’re in excellent
health, they’re likely to experience that above average longevity
or life expectancy. If they haven’t saved enough to achieve their
retirement spending goal but they’re looking to maximize their
income, however long that may be, those are excellent candidates
for an annuity.” 


“The connection between peace of mind and secure income or that
protected lifetime income was so strong across all
investors.” 


“Our dreams of retiring at 65 might now be 80, in order to make
your funds last until 120.” 


“Write down a list of everybody that you talk to on a weekly
basis, now go through and cross out every one of those that are
people you work with. Our list gets really small. What is our
purpose in that next phase?” 


Listen to the SuperAge podcast wherever you get your pods. 


Connect with Kate:
LinkedIn


Disclaimer:  The views depicted in this material are for
information purposes only and are not necessarily those of
Capital Group/American Funds. The views and commentary should not
be considered specific advice or recommendations for any
individuals.


​​Figures are past results and are not predictive of results in
future periods.


Investments are not FDIC-insured, nor are they deposits of or
guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks,
charges and expenses. This and other important information is
contained in the fund prospectuses and summary prospectuses,
which can be obtained from a financial professional and should be
read carefully before investing.  For current information,
visit capitalgroup.com


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