Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Bad to Worse
41 minutes Posted Aug 13, 2025 at 7:13 pm.
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Show notes
Don and Tom rip apart a sponsored “news” piece from the Puget Sound Business Journal pushing a company called FISYN, which promises to buy investors out of their annuities and deliver a “safe” 12% tax-free return via raw Texas land. They expose the misleading fine print, the founder’s disciplinary history, and the high-risk, illiquid nature of such private equity deals. Calls and questions cover long-term care insurance riders on annuities, portfolio allocation in deferred comp plans, Roth vs...