Finance Unfiltered
Finance Unfiltered is a podcast hosted by McCarty Wealth, a Brevard County-based financial advisory firm helping Space Coast families and retirees plan with confidence. Hosted by Susan and Luke McCarty a CERTIFIED FINANCIAL PLANNER. Each episode cuts through the industry jargon to cover what actually matters — annuities, 401(k) rollovers, market changes, retirement income strategies, investing for your kids, and the decisions most people never get explained clearly.No sales pitch, no scripts — just real conversations about money, from the advisors Brevard County already trusts.
Should You Buy an Annuity? Surrender Periods, Hidden Fees & Legacy Planning Without Kids | Finance Unfiltered Ep. 2
Hey! I'd love to hear your thoughts, send me a voice note.
Join Susan and Luke as they break down the real talk on annuities: are they actually worth it, what happens if you're locked into a bad policy, and how the McCarty Wealth team handles fees with full transparency. Plus, planning a legacy when you don't have kids.
⏱️ Timestamps
0:00 – Intro
0:40 – Does a CFP® recommend annuities?
3:23 – Stuck in my current policy — what do I do?
5:36 – McCarty Wealth's fees: transparent pricing
7:06 – Leaving a legacy behind with no children
Finance Unfiltered Ep. 1: Iran, Interest Rates & Why "Safe" Bonds Aren't So Safe
Hey! I'd love to hear your thoughts, send me a voice note.
Susan sits down with Luke McCarty of McCarty Wealth for a no-fluff breakdown of what's actually moving markets right now. Topics covered:
How the Iran conflict is influencing portfolio moves and where money is flowingWhat a new Fed Chair (including Kevin Warsh) could mean for markets — and why history isn't on investors' sideWhy the "safe" bond strategy hasn't been so safe lately, and what conservative investors are doing insteadWhere interest rates are headed and how to position now