Insurance+Investments=Issues
Jul 17, 2024•46 min•Transcript available on Metacast Episode description
In what was supposed to be the Tuesday podcast:
1:46 The Truth About Annuities
5:37 A Bright Financial Future
6:25 Financial Decisions Made Easy
6:43 Slamming the Insurance Industry
7:03 Properly Placed Annuities
7:16 Beware of Variable Annuities
16:52 Basket Portfolios and ETFs
27:33 Overcoming Hodgepodge-itis
30:43 Prioritizing Financial Goals
35:14 Universal Life Insurance Dilemma
36:41 Summer Adventures and Updates
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