Episode Details
Back to Episodes
Parental Influences
Published 1 year, 9 months ago
Description
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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
Learn more about your ad choices. Visit megaphone.fm/adchoices