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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 around 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 folk 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.” 

“If I were to ask you to 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. 

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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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The ideas expressed here are solely the opinions of the author and are not researched or verified by AGEIST LLC, or anyone associated with AGEIST LLC. This material should not be construed as medical advice or recommendation, it is for informational use only. We encourage all readers to discuss with your qualified practitioners the relevance of the application of any of these ideas to your life. The recommendations contained herein are not intended to diagnose, treat, cure or prevent any disease. You should always consult your physician or other qualified health provider before starting any new treatment or stopping any treatment that has been prescribed for you by your physician or other qualified health provider. Please call your doctor or 911 immediately if you think you may have a medical or psychiatric emergency.


Taylor Marks
Taylor Marks is a certified holistic health coach and professionally trained chef from The Institute of Culinary Education. Her passions include the latest research in health science, culinary arts, holistic wellness, and guiding others towards feeling their best.


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