Your Money, Your Wealth cover image

Spitballing Diversified Portfolios for Retirement - 413

Your Money, Your Wealth

00:00

XYZ School Retirement Plan

I think that the term annuity gets such a bad rap because a lot of annuities have very high fees and people buy stuff that they don't really understand. So I would have to look at the plan. Of course, we're just kind of spitballing here, but I wouldn't be overly overly concerned. It sounds like he Bruce is kind of on it. He's picked good funds. It's diversified. It's easy to contribute to. I would not be overly concerned about getting killed and surrender charges out of that account.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app