David addresses Clark Howard’s viewpoint that seems to want to invite people to never consider a fixed index annuity. Despite interacting with thousands of financial advisors who offer fixed index annuities every year, David has never heard…
Clark Howard Says Fixed Indexed Annuities Stink! (My Response) Read More »
Doug Andrew called the IUL a dream investment, but is it the silver bullet retirement account he claims it to be? David goes through Doug Andrew’s controversial remarks about IULs, and explains why he politely disagrees with his…
Is IUL the Dream Investment that Doug Andrew Claims? Read More »
This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to prevent people from abusing them. The first five-year rule applies to earnings on Roth contributions and determines whether those distributions can be taken…
The Two 5-Year Roth Rules Explained Read More »
At a recent Berkshire Hathaway annual shareholder meeting, Warren Buffett shared his thoughts on why he sees financial advisors as the worst people to trust with your money. Buffett believes that financial professionals in aggregate can’t do better…
Warren Buffet Says AVOID Financial Advisors Like the Plague (Is He Right?) Read More »
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