Alternative Investments, Annuities, and Real Estate Syndications - 491
Your Money, Your Wealth
Your Money, Your Wealth
2.3 • 681 Ratings
🗓️ 20 August 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poorly? And Stewart in Serra Mesa is curious whether Joe has changed his position on annuities lately, as rates have “normalized” in the past couple of years? That’s today on Your Money, Your Wealth® podcast number 491. Plus, when should Steve in Las Vegas’ friend quit her casino job and collect Social Security and child benefits? And how is D in the Midwest’s plan for creating income in retirement? Visit the show notes to access the YMYW Podcast Survey and secret password, free financial resources, and episode transcript: https://bit.ly/ymyw-491
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Timestamps:
00:00 - Intro
00:457 - Real Estate Syndication Deals: Did We Just Make Bad Decisions? (Anonymous)
07:57 - Thoughts on Alternative Investments? (Andrew, OH)
12:54 - Read The Benefits of Systematic Portfolio Rebalancing and Download the Investing Basics Guide
13:31 - Has Joe Modified His Position on Annuities Lately? (Stewart, Serra Mesa, CA)
24:42 - Principal Protected Investing Options for Structured Settlement for a Minor: Annuity? (Speedy Gonzalez, Western NY)
29:52 - 7th Annual YMYW Podcast Survey: your chance at a $100 Amazon e-gift card!
30:35 - When to Stop Work and Claim Social Security and Child Benefits? (Steve, Las Vegas - voice)
34:58 - How’s Our Plan for Retirement Income? (D, Midwest)
44:40 - Outro
45:53 - The Derails
Transcript
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| 0:00.0 | What do Joe and Big Al think about alternative investments? Andrew and Ohio wants to know. |
| 0:05.0 | Are real estate syndication deals for real and a YMIW listener just chose poorly? |
| 0:09.9 | And Stewart and Sarah Mesa is curious whether Joe has changed his position on annuities lately, |
| 0:15.0 | as rates have normalized in the past couple of years. |
| 0:17.6 | That's today on Your Money, Your Wealth podcast number 491. Plus, when should |
| 0:22.2 | Steve in Las Vegas' friend quit her casino job and collect Social Security and child benefits? |
| 0:27.8 | And how is D in the Midwest's plan for creating income in retirement? Go to Your Money, Your |
| 0:32.7 | Wealth.com and click Ask Joe and Big Al on air to ask the fellas your money questions. |
| 0:44.4 | I'm producer Andy Last and here are the hosts of Your Money, Your Wealth, Joe Anderson, CFP, and Big Al Clopine CPA. |
| 0:46.5 | Hey guys, great show. |
| 0:49.0 | I've been listening over two years and love it. |
| 0:54.6 | I'm 63 years old, retired at 58, but my wife, who is four years younger, still works. |
| 0:56.6 | Mainly for the health insurance. |
| 0:58.9 | I drive in 2024 GLE. |
| 1:00.6 | What's a GLE? |
| 1:01.7 | It's a Mercedes. |
| 1:02.7 | Huh? |
| 1:03.8 | It's a Mercedes. |
| 1:04.7 | Okay. |
| 1:11.7 | My wife drives a Lexus, Texas, Lexus, Texas. |
| 1:13.4 | Lexus, TX. |
| 1:18.0 | We bought both vehicles for cash earlier this year. |
... |
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