Tag Archives: Annuities

Retirement Threats — Part 1 — With Lou Mohn



What concerns you most when it comes to your retirement?  

Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process.

In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern for pre-retirees — and how forward-thinking planning can help you address these concerns.

In this episode, you will learn:

  • What retirement means to Lou
  • Lou’s recommendations for achieving longevity and minimizing health risks
  • The importance of planning for certainty 
  • The role of annuities in financial planning 
  • And more!

Tune in and find out how proactive planning can help you enter retirement with confidence and clarity!

Resources:  Opus Private Client, LLC | Iván Watanabe | Lou Mohn