8/2/2019 - CapEd Case Study Hour: Annuities vs. Annuitization; Interview With YouTube Star TheStradman

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By Vicki Wiley and Tree City Advisors. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this episode of The CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates sit down to discuss the murky world of annuities. Sometimes these products are appropriate, but oftentimes they are not - either way, it's a confusing segment of the financial and insurance industry. Learn the ins and outs, and questions to ask. Then, a cautionary tail about government bonds. If you or a loved one have physical bonds gathering dust somewhere Jeremiah has an important piece of advice: don't die, and do something. Finally, Brian had the chance to speak with YouTube star TheStradman (James) at the Sun Valley Tour de Force. At 30, he's made enough to buy a Lamborghini but rents a room from his friend. Learn how he got to where he is, and how he keeps stays grounded. https://www.youtube.com/user/TheStradman

Brian Wiley, Financial Advisor www.treecityadvisors.com

Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros

www.kboi.com

491 episodes