Is it too good to be true? Exploring Truth #75

Is it too good to be true? Exploring Truth #75

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.

 

Highlights

(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

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

Episode #115 – Annuities – What are they really?

Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)

Veritas Financial Services extends invitations to everyone to our educational presentations.