Annuity Decision Headache
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 14 August 2025
⏱️ 17 minutes
🧾️ Download transcript
Summary
Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. |
| 0:05.4 | It's Thursday, August 14th. |
| 0:07.7 | And we are here trying to help you make better, sometimes just less bad financial decisions. |
| 0:14.6 | Sometimes we're just, I think we're like the extra set of eyes and ears on a situation. |
| 0:23.0 | Or maybe we're kind of like your, your nice sister who has a CFP, and maybe it's your, I feel like everybody is my age who |
| 0:30.2 | listens, and of course that's not the case, but Mark's the younger, cooler brother who has |
| 0:35.0 | a CFP. |
| 0:36.3 | But if you've got anything going on in your life and it |
| 0:40.3 | touches your money, we really would love to help you out. And as we've said many times, |
| 0:45.7 | this is not about people who have a lot of money or a little money, just like people who want |
| 0:50.9 | a little advice. And hey, it's free. And sometimes it's not exact advice. |
| 0:55.8 | It might just be some guidance. |
| 0:57.7 | So if you would like that kind of attention, all you need to do is go to our website, |
| 1:03.7 | jillamunmoney.com. |
| 1:05.2 | Click the contact us button. |
| 1:06.9 | A form will pop up. |
| 1:08.0 | Write us a note. |
| 1:09.1 | Now, that's the email that we receive. But if you'd like to |
| 1:12.3 | join us live, which Mark and I far prefer, then check the box and Mark will arrange to get you on. |
| 1:19.2 | While you are on the website, you will see that we've got all sorts of fun stuff there. Some of it is |
| 1:25.1 | free, like the weekly newsletter or the blog post, resources, |
| 1:29.5 | videos. Some will cost you a few books like our subscription service called Jill on Money Live. |
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