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Dealing with Wall Street & Annuity Slingers
Manage episode 332828156 series 2304474
Контент предоставлен Kristen Charles and Talon Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Kristen Charles and Talon Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Wall Street remains rocky, and many near and in retirement are seeking more conservative investment options. Mike explains how he and his team of fiduciaries have been proactively helping their clients navigate this unsettled time by going to cash months ago (depending on the client’s situation). Plus, he explains why an annuity doesn’t make sense for most people… despite being heavily promoted in our current economic environment.
See omnystudio.com/listener for privacy information.
100 эпизодов
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Manage episode 332828156 series 2304474
Контент предоставлен Kristen Charles and Talon Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Kristen Charles and Talon Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Wall Street remains rocky, and many near and in retirement are seeking more conservative investment options. Mike explains how he and his team of fiduciaries have been proactively helping their clients navigate this unsettled time by going to cash months ago (depending on the client’s situation). Plus, he explains why an annuity doesn’t make sense for most people… despite being heavily promoted in our current economic environment.
See omnystudio.com/listener for privacy information.
100 эпизодов
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Похожие на Guarding Your Nest Egg
Technologists and crypto-enthusiasts Joel Comm and Travis Wright attempt to demystify the world of bitcoin, blockchain, litecoin, ethereum, alt-coins, token generation events, and ICOs in this podcast for cryptocurrency newbies.
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…
continue reading
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…
continue reading
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