EPISODE · Sep 16, 2024 · 46 MIN
ANNUITIES - The (not so) good, the bad, and the ugly!
from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about the ugly truths of annuity products and the market surrounding them. Learn about who they might be right for, and explore alternative fixed income strategies!
What this episode covers
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about the ugly truths of annuity products and the market surrounding them. Learn about who they might be right for, and explore alternative fixed income strategies!
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ANNUITIES - The (not so) good, the bad, and the ugly!
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