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Jill on Money with Jill Schlesinger
Is Now the Time for Fixed Index Annuities?
Feb 19, 2025
Explore the benefits and drawbacks of investing in fixed index annuities, especially for those with solid financial resources. Learn about effective retirement income strategies and the importance of claiming Social Security benefits at the right time. Hear a couple's inspiring financial journey towards building a robust retirement savings nearing $4 million. Delve into the significance of selecting the right financial advisor and the challenges of navigating portfolio management for long-term stability.
17:28
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Quick takeaways
- The podcast highlights the emergence of a new real estate fund that democratizes investing by lowering entry costs significantly for everyday investors.
- Derek's retirement planning journey underscores the importance of personalized financial strategies and aligning them with individual risk tolerance and goals.
Deep dives
Simplifying Real Estate Investment
Real estate investment has traditionally been characterized by complexity and high costs, making it difficult for everyday investors to engage. However, a new fund has emerged that offers a solution by allowing individuals to invest in a substantial, diversified real estate portfolio with minimal initial capital. With a $1.1 billion portfolio that includes 4,700 single-family rental homes and over 3 million square feet of industrial properties, this fund aims to make real estate accessible to a broader audience. By lowering the entry point to as little as $10, the fund seeks to democratize real estate investing, providing opportunities previously available only to affluent investors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode