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Content provided by Roxanne Theodoropoulos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roxanne Theodoropoulos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Identify if You're being Targeted for an Annuity

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Manage episode 517703287 series 3675250
Content provided by Roxanne Theodoropoulos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roxanne Theodoropoulos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of understanding the sales tactics used by some financial advisors and the potential pitfalls of committing to annuities without proper guidance. The conversation highlights the need for retirees to be informed and cautious when making financial decisions, advocating for a fiduciary approach to financial planning.

  continue reading

5 episodes

Artwork
iconShare
 
Manage episode 517703287 series 3675250
Content provided by Roxanne Theodoropoulos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roxanne Theodoropoulos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Live Rich podcast, host Roxanne Theodoropoulos discusses the complexities of annuities, particularly during the fall season when retirees are targeted by aggressive marketing tactics. She emphasizes the importance of understanding the sales tactics used by some financial advisors and the potential pitfalls of committing to annuities without proper guidance. The conversation highlights the need for retirees to be informed and cautious when making financial decisions, advocating for a fiduciary approach to financial planning.

  continue reading

5 episodes

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