4.8 • 3.6K Ratings
🗓️ 30 May 2025
⏱️ 9 minutes
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0:00.0 | This episode is brought to you by SmartVester. |
0:08.0 | Connect with an investing pro near you at ramsysolutions.com slash smartvester. |
0:13.8 | Lynn is in Columbus, Ohio. |
0:16.0 | Hi, Lynn. |
0:16.5 | How are you? |
0:17.4 | Hi, I'm so excited to talk to you. |
0:20.4 | Well, you too. How can we help? Well, I wrote in because |
0:25.6 | what started this questionnaire is I was talked into a flexible, premium, adjustable life. |
0:36.0 | I'm sorry. |
0:39.1 | I am too now. |
0:48.5 | I lost my husband about two and a half years ago, and we've always had money with Western and Southern, and I have another account. |
0:52.7 | I had my both of our 401 caseKs turned over into an IRA. |
0:59.8 | And I had to start pulling out. |
1:02.8 | And he said, you know, for tax purposes, I could put it into this. |
1:09.4 | And at that point, you know, I just put all my grandkids, which I have 12, and put them all |
1:14.5 | on it thinking that later on down the road. |
1:17.8 | Well, what made me a little upset is they send me a paper telling me where this money's |
1:23.5 | going. |
1:24.8 | And that's when I started looking into it. |
1:27.2 | I pulled you up on YouTube and did my |
1:31.7 | homework and you told me to get rid of it. And so I'm hoping, I'm at the process now of shutting |
1:40.5 | it off. You know, just from what you've taught me now that I've been watching YouTube and listening |
... |
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