meta_pixel
Tapesearch Logo
Log in
Money Guy Show

The Price of Security – Immediate Annuities

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.73.1K Ratings

🗓️ 6 May 2008

⏱️ 36 minutes

🧾️ Download transcript

Summary

Money-Guy 05-05-2008 With recent stock market ups and downs, immediate annuities are attracting attention from people looking to shelter themselves from volatility. But do they make financial sense? If so, for whom and when? (An immediate annuity, you might recall, is an investment product that’s purchased with a single payment and begins to pay out […] Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:07.4

investing, taxes.

0:09.1

You've got financial questions, he's got financial answers.

0:12.7

It's Brian Preston, the money guy.

0:15.9

Welcome to the money guy show, I'm your host Brian Preston.

0:18.4

By day I'm a fee only wealth manager on the south side of Atlanta and I'm here to try

0:23.2

to restore order to your financial chaos and we're going to go beyond common sense.

0:27.0

If you want to go check out our show notes, you can go to moneyguy.com or you can write

0:32.1

the show at BrianBRIN at moneyguy.net.

0:36.4

I appreciate you guys joining and tuning in week to week and I'm listening to the topics

0:42.2

we discuss here that are hopefully making your life a little bit easier, getting you closer

0:47.0

to that goal of financial independence and what we're going to be talking about today.

0:51.2

I have a broad range of listeners and I have listeners that are quite young just starting

0:56.8

out in their savings but then also have listeners that are quickly approaching retirement and

1:01.4

need to have a little advice on where those funds are going to come from to help them

1:06.2

pay for living expenses, to pay the bills, the month to month bills as well as buying

1:11.8

groceries and we're going to be discussing that today because there was a great article

1:15.6

and this kind of ties into because I've been getting emails, I did a show back on February

1:20.8

25th, 2008 and you can go to the moneyguy website, moneyguy.com and you can download for

1:27.0

some reason iTunes only shows my most recent five episodes, hopefully we will get that

1:32.0

changed in the future but right now that it only shows five episodes, we've actually

1:35.4

done 72 posts since we started doing the moneyguy show over two years ago so you can go

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.