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Dealing with Wall Street & Annuity Slingers
Manage episode 332828156 series 2304474
Wall Street remains rocky, and many near and in retirement are seeking more conservative investment options. Mike explains how he and his team of fiduciaries have been proactively helping their clients navigate this unsettled time by going to cash months ago (depending on the client’s situation). Plus, he explains why an annuity doesn’t make sense for most people… despite being heavily promoted in our current economic environment.
See omnystudio.com/listener for privacy information.
100 episod
Manage episode 332828156 series 2304474
Wall Street remains rocky, and many near and in retirement are seeking more conservative investment options. Mike explains how he and his team of fiduciaries have been proactively helping their clients navigate this unsettled time by going to cash months ago (depending on the client’s situation). Plus, he explains why an annuity doesn’t make sense for most people… despite being heavily promoted in our current economic environment.
See omnystudio.com/listener for privacy information.
100 episod
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