Episode

Annuity Tricks

Podcast
Talking Real Money - Investing Talk
Published
Apr 16, 2026
Duration seconds
2040
Processing state
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Canonical source
https://www.buzzsprout.com/2607021/episodes/19028041-annuity-tricks.mp3
Audio
https://www.buzzsprout.com/2607021/episodes/19028041-annuity-tricks.mp3
JSON
/v1/public/podcasts/talking-real-money-investing-talk-201087/episodes/annuity-tricks
Markdown
/podcast/talking-real-money-investing-talk-201087/annuity-tricks.md

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Summary

Annuities promise peace of mind—but often at a steep and poorly understood cost. Don and Tom break down when (rarely) annuities might make sense, why most—including fixed indexed annuities and QLACs—tilt heavily in favor of the insurance company, and how investors can replicate “guaranteed income” with a disciplined portfolio instead. They also take on a listener question about escaping high fees at Edward Jones (spoiler: yes, run) and dismantle a pitch for a Bitcoin-backed “bond alternative,...