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Optimal Finance Daily - Financial Independence and Money Advice

3209: 4 Red Flags To Watch Out For Before Buying An Annuity by Tania Brown on Protecting Retirement Money

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Business, Education, Self-improvement

4.41.3K Ratings

🗓️ 12 July 2025

⏱️ 13 minutes

🧾️ Download transcript

Summary

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3209: Tania Brown breaks down four major warning signs that can signal an annuity might not be in your best interest, from high-pressure sales tactics to advisors downplaying the risks. This eye-opening piece empowers listeners to better protect their retirement money and make more informed decisions when navigating complex annuity options. Read along with the original article(s) here: https://www.financialfinesse.com/2019/01/25/4-red-flags-to-watch-out-for-before-buying-an-annuity/ Quotes to ponder: "Once you sign, no matter what you thought you were getting, you are pretty much stuck with the annuity." "There is an inherent trust people have in anyone presenting himself or herself as a financial professional." "No matter how good an investment is, there are always risks." Episode references: State Insurance Department Directory: https://content.naic.org/state-insurance-departments Broker Check: https://brokercheck.finra.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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This is Optimal Finance Daily. Four red flags to watch out for before buying an annuity.

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By Tanya Brown with Financial Finesse.com.

...

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