Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

July 27, 2019

Calculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928

Scott, our Investment Specialist and CSU Finance Professor, joins Jim and Chris to answer questions regarding Annuity Mortality Credits, calculating returns on multiple accounts, and whether they believe that it is too risky to hold large amounts of one stock.

3:30 A listener asks for more information on Annuity Mortality Credits after listening to the June 5th Edu episode.

24:20 Scott answers a Florida listener’s question on how to calculate returns across multiple accounts.

33:28 The guys weigh in on a listener’s multi-question email, including whether they feel it is too risky to hold large amounts of one stock.

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