Avoid Investing Disaster with David Stryzewski

July 13, 2023

Financial expert David Stryzewski discussed the current state of the economy and investment strategies with Kerry Lutz. Stryzewski predicted a slowing economy and advised caution when investing in bonds, instead suggesting growth-oriented fixed index annuities as a protected asset. He also emphasized the importance of tax planning for retirees and pre-retirees, and suggested taking advantage of the tax cuts and jobs act. Stryzewski’s approach to financial planning focuses on helping families create tax-optimal income plans for the rest of their lives.

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