Episode 5 | THE BUFFERED ETF GUYS | Innovator ETFs Pioneer Defined Outcome Investing & Buffer ETFs

Описание: What’s the story behind the rise of defined outcome ETFs and how they could buffer retirement risks?
🎙️ In this episode, Mike Massey and Dallan Maas welcome Jack Nussbaum from Innovator ETFs, a pioneer in the defined outcome ETF and buffered ETF space. Jack shares how Innovator evolved in Wheaton, Illinois, to managing roughly $25 billion in assets today. Learn how the team built a vast lineup of over 150 tickers, offering various levels of downside protection, upside caps, and multiple market reference assets — far beyond the simple S&P 500 strategies of years past.
Jack breaks down what makes these ETFs unique: the low transparent costs compared to other risk-managed structures, the tax efficiency benefits of the ETF wrapper, and the way these products remove traditional credit risk often seen with structured notes or annuities. We explore why defined outcome ETFs are resonating with retirees who want some growth but also peace of mind from downside drawdowns, and how even institutions are now replacing complex hedge fund strategies with these easier-to-trade solutions.
Jack explains why some advisors were skeptical at first but have warmed up to these strategies during volatile markets, highlighting how investor needs change as retirement approaches. From fee transparency to tax treatment to the role of the Options Clearing Corporation in providing a stable options market, this conversation brings practical insights for anyone curious about buffering risks in their equity or bond exposures.
👉 We do not endorse any product or recommend any specific investments. This is educational only. Always talk to your advisor.
🧭 THE BUFFERED ETF GUYS Podcast is hosted by Mike Massey and Dallan Maas, sharing balanced and educational perspectives on buffered ETFs, drawdown risk, retirement planning, and how to reduce some of the downside risks of equity, stocks, and bonds.
🎧 Listen, subscribe, and join us in the next episode where we’ll unpack “dual directional buffered ETFs” — don’t miss it!
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DISCLAIMER: Do your own homework. Talk to your advisor. Talk to us. Here is a (non-exhaustive) list of some fund companies’ websites who may offer funds in the buffered (floor, outcome, targeted) category: AllianzIM.com FTportfolios.com innovatoretfs.com Calamos.com PGIM.com Paceretfs.com True-shares.com Blackrock.com Invesco.com Simplify.us
If we mentioned any companies today, please see that company’s website for details and disclosures related to their company and funds. Any mention of a specific company or fund should not be construed as a recommendation. These names are used for illustrative purposes only. Advisory services are offered through ATX Financial Planning LLC, an SEC Registered Investment Adviser. All content is for information purposes only and should not be relied upon for any investment decisions. Read Full disclaimer at www.atxfinancialplanning.com/podsocialdisclosures