Cranky Advisors: A Rant Episode
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This week Ross and Dan unleash the fury on unnecessary products being sold to people that simply don't need them. Tune in to make sure you think about the right considerations when an annuity salesman turns their sights on you.Send questions for the show to [email protected] to have them featured on upcoming episodes!This episode is on YouTubeWe're also on Instagram
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This week Ross and Dan dive into a deal that Bobby Bonilla made in 1999 that will continue to pay him a reported $1.19 million per year until 2035. Why would the Mets make that deal, and who was the big winner? Tune in to find out!Send questions to the show at [email protected]...
Published 06/26/24
Published 06/26/24
This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!Sned your questions [email protected] to...
Published 06/12/24
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