“The Retire Happy” Podcast
Episode 97: Talking Oil and Gas Investments with Bruce Wehner
In this episode of the Retire Happy Podcast, we’re joined by Bruce Wehner, Chief Cash Flow Strategist and lead advisor for e3 Wealth, to explore the high-level considerations of oil and gas investments as a potential tax mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into broader tax planning and financial management strategies. Tune in for a great overview of the benefits, risks, and key questions to discuss with your financial team before considering this area of investing.
Ep 96: Understanding Annuities with Sheryl Moore
In this episode, John and Thomas welcome Sheryl Moore, CEO of Wink Intel and author of "Why I Bought Indexed Annuities." With over 25 years of experience in the financial services industry, Sheryl specializes in annuities and insurance products. She discusses the various types of annuities available, debunks common myths, and helps us understand their role in a comprehensive retirement plan.