Episode 44: New Years Resolutions & FinTech Predictions - podcast episode cover

Episode 44: New Years Resolutions & FinTech Predictions

Jan 24, 20231 hr 3 minEp. 44
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Intro :25 

Northshire Consulting 1:07

Financial Planning Billing 1:23

Schwab and TD Ameritrade Merger & it's effect on financial billing 2:44

In The News 25:35

Diving into the benefits of SECURE Act 2 for businesses 25:40

FinTech Predictions 44:45 

Join the community in our Facebook group: https://www.facebook.com/groups/210449647915469    

Eric Buhrendorf's day job - CEO - EVERNET   http://www.Evernetco.com 

Brian Williams 's Day Job - President - Northshire Consulting   http://www.Northshireconsulting.com 

https://www.facebook.com/groups/401kparticipants 

https://www.youtube.com/c/401kandbeyond

For the best experience, listen in Metacast app for iOS or Android