Ep 276. Wealthy Investors Shift Towards Annuities

from Retire SMART Podcast · host Retire SMART LLC

Zero fear in the markets, seasonal selloffs, and Jackson Hole patterns—David explains what these indicators might mean for investors right now. The conversation then spans hiring slowdowns, tax flight, global policy shifts, and ends with a deep dive into why annuities are gaining traction among wealthy investors as part of proactive tax planning.

Episode metadata supplied by the publisher feed · Published Sep 6, 2025

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Ep 276. Wealthy Investors Shift Towards Annuities

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This episode was published on September 6, 2025.

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