Free Dinner Workshops Are a Cash Cow for the Industry

There is an entire side industry in the investing world that teaches advisers how to give free dinner workshops and presentations to make sales. Paul and Jim talk about how the industry works to emotionally manipulate you by offering something free, knowing you will feel obligated to give something in return. Listen along as these two advisers discuss a PSA from AARP about the growing number of financial scams tied to free dinner events, with a special focus on annuity sales presentations. Later, Paul talks about saving, paying off debt, and understanding taxes, and poses the question: Is it better to retire with a $1 million home or $1 million in a retirement account?

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This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
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