stats on laptop

Episode 17: Spreadsheet Nerds Rejoice!

Jul 29, 2019

Nate uses different scenarios to compare investing in the S&P versus investing in a fixed index annuity.

Here are just a handful of the things that we'll discuss:

  • Why you should have a different mindset when investing in retirement
  • Stock market vs. FIA – Which performs better over a 30 year period?
  • How annuities can be a valuable component of a retirement plan

The charts below were developed with information from Yahoo Finance: https://www.macrotrends.net/2526/sp-500-historical-annual-returns.

1 SP 500 1926-2018

2 SP wd 1926

3 SP wd 1932

4 SP wd 1937

5 SP wd 1945

6 SP wd 1956

7 SP wd 1961

8 SP wd 1965

9 SP wd 1976

10 SP wd 1980

11 SP wd 1990

12 SP wd 2000

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