
Sign up to save your podcasts
Or
Dolph Janis and co-host Doug Turnbull discuss the importance of someone having a diverse portfolio. Dolph details what three different buckets someone should use for their money and the intricacies and misconceptions about annuities. Dolph also explains how he is an independent advisor, versus a captive one, and how he has access to 285 different income strategies with 40 different companies. Dolph also stresses how tax planning can save people thousands of dollars, if done correctly.
See omnystudio.com/listener for privacy information.
Dolph Janis and co-host Doug Turnbull discuss the importance of someone having a diverse portfolio. Dolph details what three different buckets someone should use for their money and the intricacies and misconceptions about annuities. Dolph also explains how he is an independent advisor, versus a captive one, and how he has access to 285 different income strategies with 40 different companies. Dolph also stresses how tax planning can save people thousands of dollars, if done correctly.
See omnystudio.com/listener for privacy information.