Sunday, January 23 - podcast episode cover

Sunday, January 23

Jan 23, 202255 minEp. 114
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Episode description

Our 2nd show in our new Noon timeslot! Dave and Derek dissect markets, we've got a 2 part series about the Value of An Advisor, and cover steps to take so your trustee's job carrying out your wishes is smoother. Learn more about Roth conversions and if they're right for you.
Sunday, January 23 | Money Talk: The Annex Wealth Management Show - SWFL podcast - Listen or read transcript on Metacast