Are These Three Investment Products Too Good To Be True? - 315

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 2 March 2021

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Should you invest in a real estate investment trust (REIT)? What about a fixed indexed annuity or structured notes? What can be done about an indexed universal life insurance plan purchased by an employer to replace a defined benefit plan? Plus, understanding qualified small business stock gain exclusion. Joe and Big Al also discuss the value of hiring a CERTIFIED FINANCIAL PLANNER™. Are they worth it? Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-315

Transcript

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0:00.0	Today on Your Money, Your Wealth podcast number 315, should Richard put his retirement savings in a real estate investment trust or REIT?
0:08.9	Phil in Alabama is looking for a second opinion on the fixed indexed annuity or structured notes recommended by his prospective financial advisor.
0:16.5	PJ and Honolulu want to know if there's anything he can do about the indexed universal life insurance plan that his employer purchased as a replacement for a defined benefit plan.
0:26.9	And Mick and Davis, California wants to know about the qualified small business stock gain exclusion.
0:32.3	But let's set the stage first by answering the question, is it worth it to hire a certified financial planner?
0:38.7	I'm producer Andy Last, and here is a CFP now with what will clearly be a completely and
0:44.2	totally unbiased answer to that question. The hosts of Your Money, Your Wealth, Joe Anderson,
0:49.2	CFP, and Big Alclo Pines CPA.
0:52.9	Got Simon writes in from Plymouth, Massachusetts.
0:57.6	Hey there, Joe, Big Al.
0:59.1	I discovered your YouTube channel about six months ago and learned so much from you guys.
1:05.0	Just can't say enough about your show and how much I appreciate all your great free advice.
1:10.1	I really love the humor as well.
1:12.1	You guys crack me up.
1:14.8	Simon loves the show out.
1:17.0	Yeah.
1:17.4	Loves it.
1:18.2	I'm picturing that, Simon and Plymouth.
1:20.7	Plymouth Rock.
1:21.7	Yeah.
1:22.0	Yeah.
1:22.2	Yeah.
	...

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