Smart Money Conversations

Episode 14: We Answer Listener Questions on Annuities, Discuss Advance Directives, Asset Allocation, and a Powerful Retirement Inflation Hedge.


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Listen to episode 14 where we answer a listener's question on annuities (the darker side), discuss the importance of healthcare advance directives (aka healthcare proxy or healthcare power of attorney) and where to access free forms for all 50 states.

We also tell you how to think about asset allocation, what is the real risk investors face during a 30 + year retirement, and an effective inflation hedge for retirees to consider for their portfolio.

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Smart Money ConversationsBy Brett Croft, CFP®, CFA®, CTFA®