Episode 5 | THE BUFFERED ETF GUYS | Innovator ETFs |Defined Outcome Investing, Buffer Risks, Reduce Drawdown, Low Costs, Tax Efficiency, Equity Protection|Retirement Risk Reduction

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THE BUFFERED ETF GUYS | ETF Investing for Drawdown | Retire without Market Crash Fear | Buffer Risks

Mike Massey | Retirement Buffer - Reduce Downside Risks of Equity, Stocks, Bonds

6 episodes

4 days ago

Buffered ETF investing to buffer and reduce retirement risks of drawdowns, downside and market crashes. Buffered ETFs may help buffer some traditional equity, stocks and bond risks. Retire well. Prepare for bear markets and bull markets. Buffered ETFs not guaranteed and are not annuities. Advisory services are offered through ATX Financial Planning LLC, an SEC Registered Investment Adviser. This page is not a solicitation. All content is for information purposes only and should not be relied upon for any investment decisions. Full disclaimer: www.atxfinancialplanning.com/podsocialdisclosures

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Episode 5 | THE BUFFERED ETF GUYS | Innovator ETFs |Defined Outcome Investing, Buffer Risks, Reduce Drawdown, Low Costs, Tax Efficiency, Equity Protection|Retirement Risk Reduction

THE BUFFERED ETF GUYS | ETF Investing for Drawdown | Retire without Market Crash Fear | Buffer Risks

27 minutes 47 seconds

4 months ago

Episode 5 | THE BUFFERED ETF GUYS | Innovator ETFs |Defined Outcome Investing, Buffer Risks, Reduce Drawdown, Low Costs, Tax Efficiency, Equity Protection|Retirement Risk Reduction

What’s the story behind the rise of defined outcome ETFs and how they could buffer retirement risks?

🎙️ In this episode, Mike Massey andDallan Maas welcome Jack Nussbaum from Innovator ETFs, a pioneer in the definedoutcome ETF and buffered ETF space. Jack shares how Innovator evolved inWheaton, Illinois, to managing roughly $25 billion in assets today. Learn howthe team built a vast lineup of over 150 tickers, offering various levels ofdownside protection, upside caps, and multiple market reference assets — farbeyond the simple S&P 500 strategies of years past.

Jack breaksdown what makes these ETFs unique: the low transparent costs compared to otherrisk-managed structures, the tax efficiency benefits of the ETF wrapper, andthe way these products remove traditional credit risk often seen withstructured notes or annuities. We explore why defined outcome ETFs areresonating with retirees who want some growth but also peace of mind fromdownside drawdowns, and how even institutions are now replacing complex hedgefund strategies with these easier-to-trade solutions.

Jackexplains why some advisors were skeptical at first but have warmed up to thesestrategies during volatile markets, highlighting how investor needs change asretirement approaches. From fee transparency to tax treatment to the role ofthe Options Clearing Corporation in providing a stable options market, thisconversation brings practical insights for anyone curious about buffering risksin their equity or bond exposures.

👉 We do not endorse any product orrecommend any specific investments. This is educational only. Always talk toyour advisor.

🧭 THE BUFFERED ETF GUYS Podcastis hosted by Mike Massey and Dallan Maas, sharing balanced and educationalperspectives on buffered ETFs, drawdown risk, retirement planning, and how toreduce some of the downside risks of equity, stocks, and bonds.

🎧 Listen, subscribe, and join us inthe next episode where we’ll unpack “dual directional buffered ETFs” — don’tmiss it!

#BufferedETFs#DefinedOutcomeETFs #Investing #ETFInvesting #Retirement #Markets #Stocks#Equity #Bonds #Buffer #Downside #Drawdown #Risks #MarketCrash #Retire#RetirementPlanning #ETFs

Book a Meeting: www.ATXFinancialPlanning.com

DISCLAIMER: Do your own homework. Talk to your advisor. Talk tous. Here is a (non-exhaustive) list of some fund companies’ websites who may offerfunds in the buffered (floor, outcome, targeted) category: AllianzIM.comFTportfolios.com innovatoretfs.com Calamos.com PGIM.com Paceretfs.comTrue-shares.com Blackrock.com Invesco.com Simplify.us

If we mentioned any companies today, please seethat company’s website for details and disclosures related to their company andfunds. Any mention of a specific company or fund should not be construed as arecommendation. These names are used for illustrative purposes only. Advisoryservices are offered through ATX Financial Planning LLC, an SECRegistered Investment Adviser. All content is for information purposesonly and should not be relied upon for any investment decisions. Read Fulldisclaimer at www.atxfinancialplanning.com/podsocialdisclosures