Parental Influences
Jun 19, 2024•46 min•Transcript available on Metacast Episode description
In this show we discuss:
1:12 Parents' Influence on Money Behavior
2:22 Impact of Childhood Money Habits
9:45 Retirement Dilemma Discussion
13:45 Tax Planning Considerations
17:00 Managing Real Estate Assets
20:49 Annuity Evaluation Guidance
24:46 Selecting Investment Funds in 401k
29:08 Annuity Liquidation Tax Implications
32:01 Annuity Sales Pitch Awareness
35:30 Indexed Annuities Podcasts Overview
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