What is an annuity and do you really need one? In this episode of Money Notes, Nancy and Ryder dive into the idea of an annuity providing a lifetime income, and how that works out in the real world. They discuss the structure and limitations of annuity products such as high fees and surrender charges, which may make them far less desirable than face value.
Nancy Lottridge Anderson, Ph.D., CFA, and her staff offer expert advice and personal service. We offer our services on an hourly or retainer basis for our clients. Our services include account management, stock and economic research, retirement planning, and 401k slate analysis. We manage investment accounts of any size and tailor the portfolio to meet your specific needs. For clients of ours, we are available to help with any financial situation you face.
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Showing posts with label money notes. Show all posts
Showing posts with label money notes. Show all posts
Friday, August 03, 2018
Money Notes Episode 8 - What Is An Annuity?
Here is the eighth episode of our podcast series: Money Notes!
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Money Notes Episode 7 - Scams
Here is the seventh episode of our podcast series: Money Notes!
Download Money Notes Episode 7 - Scams!
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How to buy oceanfront property in Arizona and more in this episode of Money Notes! Susan and Jackie discuss different types of scams and how to look for them. They begin with talking about email scams, credit card scams, and how to avoid such atrocities. As Susan likes to say, “if it’s too good to be true, it’s not true.” They explain the differences between using credit cards instead of debit cards for protection and the benefits to credit reports, along with how to avoid false charities.
Money Notes Episode 6 - Wills and Advance Directives
Here is the sixth episode of our podcast series: Money Notes!
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Death is inevitable, but let’s not talk about that. In this episode of Money Notes, Nancy and Susan look forward to that sweet surrender while discussing wills and advanced directives. They explain the importance of wills and what can happen if you don’t have a will, paired with what is not apart of wills, TODs and PODs. Then they show importance of advanced directives, what they are, and why you need one.
Download Money Notes Episode 6 - Wills and Advanced Directives!
Money Notes Episode 5 - Interest Rates
Here is the fifth episode of our podcast series: Money Notes!
Download Money Notes Episode 5 - Interest Rates!
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How do the bond market and Federal Reserve control the world? Ryder and Jackie break down the complicated topic of interest rates and make it both digestible and entertaining in this episode of Money Notes. They discuss the correlation between the bond market and the interest rate securities along with the impact of supply and demand.
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Money Notes Episode 4 - Credit Score
Here is the four episode of our podcast series: Money Notes!
Download Money Notes Episode 4 - Credit Score!
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Credit makes your world go around! In this episode, Nancy and Ryder explain how the credit system works and how lenders look into risk. The episode covers FICO score, credit monitoring companies such as Equifax, and how to develop strong credit. Nancy and Ryder clarify the credit utilization ratio, credit limits, and credit lines.
Money Notes Episode 3 - The End Of The World!
Here is the third episode of our podcast series: Money Notes!
Should you be a gold bug and prepare your portfolio for the end of days? In this episode of Money Talks, Ryder and Susan look into how to diversify a portfolio in case of an economic or world disaster. They explain options like the Swiss Franc, long-term US Treasuries, along with the world coming to an end by an asteroid.
Download Money Notes Episode 3 - The End Of The World!
Subscribe here!
Should you be a gold bug and prepare your portfolio for the end of days? In this episode of Money Talks, Ryder and Susan look into how to diversify a portfolio in case of an economic or world disaster. They explain options like the Swiss Franc, long-term US Treasuries, along with the world coming to an end by an asteroid.
Download Money Notes Episode 3 - The End Of The World!
Money Notes Episode 2 - PIGGY Plan-It!
Here is the second episode of our podcast series: Money Notes!
What is a Prudent Investor and why do they Getting Going Young? In this episode of Money Notes, Nancy, Susan, and Ryder dive into the overview of their book P.I.G.G.Y. Plan-It. Through the episode, they explain topics such as how to choose a financial advisor, commission vs. fees and how a fiduciary serves your best interests.
Download Money Notes Episode 2 - PIGGY Plan-It!
Subscribe here!
What is a Prudent Investor and why do they Getting Going Young? In this episode of Money Notes, Nancy, Susan, and Ryder dive into the overview of their book P.I.G.G.Y. Plan-It. Through the episode, they explain topics such as how to choose a financial advisor, commission vs. fees and how a fiduciary serves your best interests.
Download Money Notes Episode 2 - PIGGY Plan-It!
Money Notes Episode 1 - Social Security
Here is the debut episode of our podcast series: Money Notes!
Download Money Notes Episode 1 - Social Security!
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Is Social Security the “Sacred Cow” of American Politics and will it last? In this episode of Money Notes, Nancy and Jackie dive into the ins-and-outs of Social Security. Find out about full retirement age, delayed retirement credit, and hear about its sustainability.
Podcast Tease...
It's coming...
Please note that this post is solely for me to learn how to host these files.
Download the Podcast Tease here!
Please note that this post is solely for me to learn how to host these files.
Download the Podcast Tease here!
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