Episode Details
Back to EpisodesEp 276. Wealthy Investors Shift Towards Annuities
Episode 280
Published 8 months ago
Description
Zero fear in the markets, seasonal selloffs, and Jackson Hole patterns—David explains what these indicators might mean for investors right now. The conversation then spans hiring slowdowns, tax flight, global policy shifts, and ends with a deep dive into why annuities are gaining traction among wealthy investors as part of proactive tax planning.