Sunday, February 6 - podcast episode cover

Sunday, February 6

Feb 06, 202255 minEp. 116
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Episode description

Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the Difference with an Annex client --- including his search for a retirement planning partner that contains a TWIST.
Sunday, February 6 | Money Talk: The Annex Wealth Management Show - SWFL podcast - Listen or read transcript on Metacast