Episode 280
Ep 276. Wealthy Investors Shift Towards Annuities
September 6, 202511m 48s
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Show Notes
Zero fear in the markets, seasonal selloffs, and Jackson Hole patterns—David explains what these indicators might mean for investors right now. The conversation then spans hiring slowdowns, tax flight, global policy shifts, and ends with a deep dive into why annuities are gaining traction among wealthy investors as part of proactive tax planning.