Informações:
Sinopse
Podcast by Epstein & White
Episódios
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Advisors Say Clients Have Unrealistic View Of Retirement
18/08/2023 Duração: 40minIn research for the show each week, we come across some really unique and fun information and some that is also timely. Brad came across a survey of 200 financial advisors across the United States conducted by Edward Jones, The survey says that 97% of clients by these 200 advisors are not anticipating surprises when it comes to retirement, and we've had plenty of surprises in the last couple of years and it's shocking that people don't anticipate that there are going to be some hiccups along the way of a 20 or 30 year retirement. Brad gives us his thoughts on the survey.
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Should You Trade in Your Old Annuity?
03/08/2023 Duração: 40minWell, the age old question might be today, should I trade in an old annuity? I’ve had this for awhile, I don’t know as much about it now as maybe I did then. Sometimes we buy something and a decade later we’re like, why in the heck did I buy that? What about annuities and the talk of maybe exchanging or doing some things to get better interest rates on annuities? Brad offers us some tips.
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Take Advantage of Interest Rates While You Can
21/07/2023 Duração: 40minIf you’ve been paying attention you know that interest rates have been on the rise, but Jerome Powell and the fed reserve have raised interest rates on a number of occasions over the last 18 months to two years and are likely to do it ahead this year. But there’s a double-edged sword. Interest rates on the rise? Terrible when you’re borrowing money for a house because you’re going to pay more interest. Maybe a little better if you’re saving money and that’s where Brad fills us in on the latest with interest rates right now.
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Variable Annuities and What You Need To Know
03/08/2021 Duração: 44minDalbar released a study recently showing that people had better emotional reactions using a variable annuity. Brad discusses the pros and cons of a variable annuity.