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EPISODE · Jul 15, 2023 · 35 MIN

Money Talk 7-15-23

from Money Talk

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions, and we'll also talk about 'surrender squeezes' and why they should be avoided.

Episode metadata supplied by the publisher feed · Published Jul 15, 2023

What this episode covers

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions, and we'll also talk about 'surrender squeezes' and why they should be avoided.

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Money Talk 7-15-23

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Frequently Asked Questions

How long is this episode of Money Talk?

This episode is 35 minutes long.

When was this Money Talk episode published?

This episode was published on July 15, 2023.

What is this episode about?

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to...

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