Don and Tom examine the promises behind fixed, indexed, and immediate annuities—and why the word ‘guaranteed’ deserves closer scrutiny. They explain how insurers invest policyholder money, what state guaranty pools actually cover, and why complexity can hide both cost and risk. Listener questions cover when to claim Social Security, how delaying benefits can protect a surviving spouse, the interaction between Social Security COLAs and Medicare Part B premiums, and where TIPS may—or may not—be...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
Get summaries like this every morning.
Free AI-powered recaps of Talking Real Money - Investing Talk and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.