Hanson Mcclain's Money Matters

The broken promises of indexed annuities.

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Sinopse

On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss the mechanics of indexed annuities, and why the broken promises of one insurance company led to a significant lawsuit. Pat and David advise a California woman looking to leave her IRA savings to her loved ones. A man who owes $212,000 on his house asks if he should prioritize his mortgage or retirement saving. Pat and David speak with a San Antonio caller who is concerned about China’s impact on his investments. Finally, a man making $160,000 a year asks how he should maximize his savings. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.