Annuities Are Sold...
Talking Real Money - Investing Talk
English - October 19, 2023 15:45 - 39 minutes - ★★★★★ - 113 ratingsInvesting Business Education investing investment invest money wealth retirement mutual fund stock bond advice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Because they are so popular with financial salespeople, we need to talk about the confusing world of annuities. What are they and what are those who sell them failing to disclose? Discover the realities of these very complex (and lightly regulated) insurance investment products. Plus, we get annoyed with some if Suze Orman's simplistic and hyperbolic advice.
Listeners ask:
Which investments should be in taxable versus tax-advantaged accounts?
Why do we like AVGE when it's an "active" fund?
Why doesn't Tom buy his new car through Costco?
How should one go about saving extra money for an early retirement?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Because they are so popular with financial salespeople, we need to talk about the confusing world of annuities. What are they and what are those who sell them failing to disclose? Discover the realities of these very complex (and lightly regulated) insurance investment products. Plus, we get annoyed with some if Suze Orman's simplistic and hyperbolic advice.
Listeners ask:
Which investments should be in taxable versus tax-advantaged accounts?
Why do we like AVGE when it's an "active" fund?
Why doesn't Tom buy his new car through Costco?
How should one go about saving extra money for an early retirement?
Learn more about your ad choices. Visit megaphone.fm/adchoices