Podcast by Retire Right With Brad White
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Advisors Say Clients Have Unrealistic View Of Retirement
40:36
40:36
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In 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'v…
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Well, 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 rate…
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Take Advantage of Interest Rates While You Can
40:46
40:46
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If 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…
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Variable Annuities and What You Need To Know
44:53
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Dalbar 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.By Retire Right With Brad White
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