Manage episode 237055100 series 31291
No matter what they claim, no one in the financial business (nor any other business) knows what the future holds. We also discuss what the right kind of advisor should look like, the common problem with government retirement plans, and we give you some great reasons why an annuity should not be part of it.
The new rule that allows advisors not to act in your best interest.
The problem with prospectuses – nobody reads them!
Asking the right question: “Are you always required to act in my best interest?”
Businesses who allow companies to sell their employees really expensive annuities.
Why annuities do not belong in a retirement plan.
The BI regulation that allows you to ask the advisor how much money he/she makes.
The importance of drawing up a retirement budget before you retire.
Financial Fysics on Amazon – https://www.amazon.com/Financial-Fysics-Money-Investing-Really/dp/1453898557
Vestory — https://vestory.com/
Ameriprise — https://www.ameriprise.com/
The Great-West Life — https://www.greatwestlife.com/you-and-your-family.html.
Vanguard — https://about.vanguard.com/
Better Retirement Guidebook — https://www.retirebetterbook.com/
435 episodes available. A new episode about every 2 days averaging 27 mins duration .