Shannon Wilson, based in Scottsdale, AZ, US, is currently a Founder and CEO at Aston Penney. Shannon Wilson brings experience from previous roles at WealthPoint, LLC, FFL, Keller Williams Beverly Hills and Barrett-Jackson Auction Company. Shannon Wilson holds a 2004 - 2008 Bachelor of Science - BS in Communication and Sociology @ Arizona State University.

What You Will Learn:

Who is Shannon Wilson?
What personal journey led Shannon to her current role in the financial industry?
What challenges did Shannon face when she started her career in real estate?
How do annuities fit into the larger context of a financial portfolio?
Why do some wealth advisors criticize annuities and life insurance products?
What factors influence a person's risk capacity as they approach retirement?
What types of annuities are currently considered beneficial for retirement income?
What is the ideal age range for individuals to consider accumulating annuities for retirement income?
Why is it beneficial to allow an annuity to accumulate before withdrawing funds?
What are the risks associated with long-term care, and how can annuities help mitigate these risks?
In what ways can high interest rates enhance the benefits of annuities?
How does Shannon approach compatibility assessments during initial consultations with clients?
Why is it important to understand the different biases that wealth advisors may have towards annuities?
What are the potential downsides of relying solely on a wealth advisor for annuity advice?
How does Shannon collaborate with wealth advisors and other professionals to ensure optimal financial outcomes for clients?
What initial steps can clients take if they want to approach Shannon directly for annuity advice?
How does Shannon's expertise in research and analysis benefit her clients in selecting annuities?
Why is it recommended to consult a specialist when considering annuities rather than trying to research independently?
What contact information can listeners use to reach Shannon for a consultation?
How does the podcast encourage listeners to engage and provide feedback?
Shannon shares how everyone can contact him.

Additional Resources from Shannon Wilson:

Website: https://www.astonpenney.com/
Email: shannon@astonpenney.com
LinkedIn: https://www.linkedin.com/in/shannon-wilson-founder-aston-penney/
Facebook: https://www.facebook.com/shannon.goldsmith.LARE/

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Episode 320: Assessing Compatibility in Financial Planning, with Shannon Wilson 36:33 Share

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Episode 320: Assessing Compatibility in Financial Planning, with Shannon Wilson