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!

Episode metadata supplied by the publisher feed · Published Sep 16, 2024

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ANNUITIES - The (not so) good, the bad, and the ugly!

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