Paul asks Dan to share some of his experience with clients around annuities to help people see what’s actually going on behind the scenes. Dan shares a story of a client who bought an annuity and was sold an income rider, believing this would help her have a consistent income for years. The payout of this product after the cost of the rider was $90 a month. Listen along as these advisors help you see how the language around these products is twisted to make you believe that you’re getting returns or even wealth growth that isn’t there.
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Today, Paul brings in a WSJ article that provides a list of potential events this year that could weaken the dollar against
When Paul first started this show, indexing and target-date funds were not very popular at all, as the world experienced a decade
Paul runs into an annuity salesperson on Facebook who reveals that he made $300,000 in income in his first month and wasn’t
