EPISODE · May 8, 2026 · 1H
Is Your Annuity Safe? What a $660 Billion AI Bet Means for Your Retirement Income
from Momentum Mondays · host Momentum Wealth Management
Six consecutive weeks of gains, the Nasdaq up 4%, and reports of a framework agreement that could finally close the chapter on the conflict. Good week on the scoreboard. Matt and Garrett dig into what's actually driving it — and where the risks are hiding.The AI capital spending numbers from big tech are remarkable. But the more interesting conversation is what those numbers mean for the industry being disrupted — and what that disruption could mean for retirement products most people assume are safe.In the Planning Room: annuities, private equity's exposure to software companies, and the question your advisor probably hasn't raised yet. Worth a listen before your next financial review.Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.
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Is Your Annuity Safe? What a $660 Billion AI Bet Means for Your Retirement Income
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