Dateline and Equity-Indexed Annuities
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 22 April 2008
⏱️ 23 minutes
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Summary
Transcript
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| 0:00.0 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:07.6 | investing, taxing. |
| 0:09.4 | You've got financial questions, he's got financial answers. |
| 0:13.0 | It's Brian Preston, the money guy. |
| 0:16.1 | Welcome to the Money Guy Show. |
| 0:17.3 | I'm your host, Brian Preston, and you can go check us out at moneygod.com. |
| 0:22.1 | You can write the show at BrianBRI and at moneygod.net and you can go see what all |
| 0:29.9 | we've got to offer for you because I know we're constantly picking up listeners every |
| 0:33.6 | week and I thank you for coming here. |
| 0:35.6 | I think we are the best kept secret out there on helping you go beyond common sense on |
| 0:41.0 | handling your personal finances and making the right decisions give you that true piece |
| 0:45.8 | of mind that comes from making the right financial decisions and actually becoming financially |
| 0:51.9 | independent. |
| 0:53.4 | By day I am a fee-only wealth manager, I'm a certified public accountant and a certified |
| 0:57.8 | financial planner and what we're going to be talking about today is we're going to be |
| 1:01.1 | talking about there was a date line that aired on April the 13th, so it's only about |
| 1:06.8 | two weeks ago and pretty exciting stuff. |
| 1:10.0 | It was talking about equity indexed annuities and some of the sales practices that are |
| 1:16.9 | occurring out there to a lot of our senior citizens. |
| 1:20.6 | I wanted to just weigh in a little bit because it was very interesting to me being as |
| 1:26.0 | how we have started the money guys show back in the first part of 2006, January of 2006 |
| 1:33.4 | and the very first episode we ever did, we had a topic on equity indexed annuities and |
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