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Parental Influences
In this show we discuss:
- 1:12 Parents' Influence on Money Behavior
- 2:22 Impact of Childhood Money Habits
- 9:45 Retirement Dilemma Discussion
- 13:45 Tax Planning Considerations
- 17:00 Managing Real Estate Assets
- 20:49 Annuity Evaluation Guidance
- 24:46 Selecting Investment Funds in 401k
- 29:08 Annuity Liquidation Tax Implications
- 32:01 Annuity Sales Pitch Awareness
- 35:30 Indexed Annuities Podcasts Overview
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Published on 1 year, 6 months ago