The Investor Coaching Show with Paul Winkler
Business:Investing
Paul got another invite to a steak dinner from an advisor last week. He understands why that advisor held a dinner because he’s been a part of that side of the industry before. This invitation targeted people who fear outliving their money in retirement. Unfortunately, advisors often use fancy dinners and common fears to sell annuities. Paul shares about a workshop he taught on an IRA feature that is arguably more powerful for outliving your money than anything an annuity can offer you.
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