Season 10 · Episode 281
How Free is Free? (#281)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
August 4, 202334m 50s
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Show Notes
Buffer annuities — sometimes called Structured Investment Options - are pitched as a no-cost investment. Sounds good, right?
- The Risk of Buffer and Floor Strategies
- SEC Warning
- Learned by Being Burned (teachers share how they were burned by sales agents and "trusted" advisors and how they got wise to the 403(b) plan)
- Meridian Wealth Management
- 403bwise.org