Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
Mar 02, 2025•56 min•Ep. 276
Episode description
Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to bless their grandchildren?