Episode 75: Do You Have Tricks or Treats in Your Financial Goodie Bag?

Oct 30, 2019

Happy Halloween!

Jerry and Nick are joined by their radio co-host Mark Elliott as they play Financial Trick or Treat. They talk about what can end up in your financial bag and whether these are tricks to avoid or treats to enjoy!

Here are just a handful of the things that we'll discuss:

  • The 60/40 Strategy
  • Variable annuities
  • The classic buy and hold strategy
  • How to tell if these strategies and products are tricks or treats in your financial goodie bag


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