EPISODE · Aug 4, 2023 · 34 MIN
How Free is Free? (#281)
from Teach and Retire Rich · host Dan Otter, PhD and Scott Dauenhauer, CFP®
Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right? The Risk of Buffer and Floor Strategies SEC Warning Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan) Meridian Wealth Management 403bwise.org
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How Free is Free? (#281)
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