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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Monday Apr 11, 2022
Monday Apr 11, 2022
Have you ever heard about or been offered a qualified longevity annuity contract? Today, Paul and his team compare the returns of this increasingly recommended insurance product to other annuity products and a run-of-the-mill stock portfolio. Listen along as Paul explains what you need to know about this product and how this differs from other annuities, and Evan explains some of the tax disadvantages. Listen along to learn about QLACs and see why Paul doesn’t think it will help investors achieve their goals as they age.
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