#185 Scottish Independence, Annuities, SS


Scotland voted NO on independence, which helped boost global stock prices.  To celebrate, I made Mark the happiest producer around...of course, he waited until AFTER the show...  

Happy Producer

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We started the show with a great question from Rita in MN, who owns a number of annuity contracts and is wondering whether or nor she should reallocate and/or consolidate them. Marsha from SC is finally done with her annuity, but now wants to know what to do with the money.

Mark and Paul asked about Target Date funds, which are definitely easy, but may have a bit more risk than you realize.

Finally, I tried to answer a bunch of Social Security questions from Chris, Joe, Georgette, Pete and Frank & Patricia.

Here are a few FREE Social Security resources:



T.Rowe Pricehttp://individual.troweprice.com/public/Retail/Retirement/Social-Security-Tool

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE