Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss Truth #75 from the book, The Dirty Filthy Lies My Broker Taught Me, If it is too good to be true, then it ain’t true.
Listen in on this episode as Margie and Jim continue their quest to transform the investment industry by transforming the investment experience, one investor at a time.
(5:00) Annuities realities
(7:55) Truth #95 Abundance comes with a purpose
(8:26) Tell a good story, stories sell
(11:33) All risks are not created equal
(18:01) The Dirty Filthy Lies My Broker Taught Me
(19:40) Living a life of fulfillment
(22:02) Finding peace of mind with academic principles
(22:44) American Dream Experiences in January and April of 2022 – plan now
Veritas Financial Services, LLC Website: http://veritasinvesting.com/
Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)
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