Parental Influences

In this show we discuss:

• 1:12 Parents' Influence on Money Behavior

• 2:22 Impact of Childhood Money Habits

• 9:45 Retirement Dilemma Discussion

• 13:45 Tax Planning Considerations

• 17:00 Managing Real Estate Assets

• 20:49 Annuity Evaluation Guidance

• 24:46 Selecting Investment Funds in 401k

• 29:08 Annuity Liquidation Tax Implications

• 32:01 Annuity Sales Pitch Awareness

• 35:30 Indexed Annuities Podcasts Overview