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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Variable Annuities

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Education, Investing, Self-improvement, Business, Real Estate, Money

4.6858 Ratings

🗓️ 11 January 2023

⏱️ 16 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Quint and Logan discuss variable annuities. They walk through how they work, their fees, and how to potentially get out of them.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, this is Daniel. Thanks for listening to DIY Money. If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show. Now, enjoy the show.

0:16.5

Welcome back, ladies and gentlemen, you're listening to another edition of DIY money.

0:21.5

DIY money.

0:22.4

Hey, this podcast brought to you by our wonderful new sponsor in 2023, Jewel Financial.

0:30.0

Jewel Financial.

0:31.0

Some people say Jolet.

0:32.4

I think it's kind of humorous when somebody's like, you know, yeah, I told them about Jolet Financial.

0:36.7

And I'm like, seriously, Juley financial, really?

0:40.0

It must be Italian. Jewel, as in the powerful difference. See what I did there?

0:45.9

You're killing. Powerful difference. If you're listening to this podcast ever and you're like,

0:50.5

you know what, I need to talk to an advisor. Guess what? We can talk to you.

0:54.9

Not certain we could work with you, but we can at least talk to you.

0:58.0

You can reach out directly on our website, set up a Zoom wherever you are.

1:02.6

We can have a time to chat, get to know you a little bit better.

1:05.1

And if we can help, we'll tell you.

1:06.2

And if we can't, we'll tell you.

1:07.9

It's a real simple visit. It's on the web. Jewelfinancial.com. That's jewelfinancial.com. All right. We got a good question today. I already forgot his name. No, I didn't. I did not forget his name. That's ridiculous. I had mine slip there. Just slipping, slipping a little bit. Now, you know what I just thought of, too, is because we have a new sponsor,

1:27.9

Jewel Financial, we can't forget to just do some banter. I know. I was going to ask you

1:34.6

a question about, it's the new year. What is your goal process? You're on this. You know,

1:39.4

I listened to your radio show with Daniel. You were talking goals.

1:47.4

At lunch, you were talking goals when we had our corporate.

1:48.3

What's going on with you?

...

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