Wealth Management & Financial Planning

Wealth Management & Financial Planning

The Case Against Annuities – 1113

Consider This Program with Joe Clark, CFP, Adam Harter, CFA.
In this segment we will cover:

If you have assets, someone has attempted to sell you an annuity. The sales pitch is hard to argue with, now if only the pitch matched the reality. Buying an annuity can feel good today and simultaneously put your financial journey at significant risk. We will discuss that on Consider This Program today. Find our checklist on our website “Things To Consider Before Purchasing An Annuity”.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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