Sunday, April 2nd - podcast episode cover

Sunday, April 2nd

Apr 02, 202356 minEp. 176
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Episode description

Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.  

Sunday, April 2nd | Money Talk: The Annex Wealth Management Show - SWFL podcast - Listen or read transcript on Metacast