Check Your Balances
Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
Are Annuities and Real Estate Our Favorite Punching Bags?
22 minutes Posted Jan 21, 2026 at 5:00 am.
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Show notes
Finding overstated benefits in real estate and annuities might just be our favorite pastime. This week on Check Your Balances, Ross and Dan are putting on the gloves to take down the myths and math of these two common financial tropes. The rant gets specific as we highlight the absurdity of pitching annuities to investors who already enjoy the security of a strong pension—essentially solving a problem that doesn't exist. Whether it’s the over-glamorized world of property management or the fe...