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The Anti-Annuity Movement

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Manage episode 478836021 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, understanding tax categories, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/22/2025; Original Air Dates: 8/19/2024 & 8/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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iconShare
 
Manage episode 478836021 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The Department of Labor is embroiled in a legal dispute with the insurance industry over legislation aimed at protecting consumers from inappropriate annuity sales practices. Donna and Nathan discuss both sides of the debate and explain why they believe the case against annuities may be being oversold. Also on MoneyTalk, understanding tax categories, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/22/2025; Original Air Dates: 8/19/2024 & 8/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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