Change of Plans

FROM OUR AUDIO ARCHIVES (In other words: This is an OLD episode that hasn’t been heard in over five years).

Please do not call the phone number in podcast. Use 855-935-8255 instead.

Also, the ads and other information may not be accurate at the time you listen.

It sounds like everything everyone wants in an investment. Stock market returns with no risk! What could be better than these equity-indexed annuities? Almost anything, actually. Don explains, in detail, what an indexed annuity is likely to return in the real world – not some hyped-up sales pitch – and it's not pretty. Plus, Tom and Don discuss real estate as an investment, when to take Social Security, and much more.