Sunday, May 29th - podcast episode cover

Sunday, May 29th

May 29, 202256 minEp. 132
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Episode description

Dave and Derek recap the market which finally got in the green. We also cover spending in retirement, how we interact with clients depending on their start point, ways that Millennials can maximize retirement planning, and dispel some myths about millionaires.
Sunday, May 29th | Money Talk: The Annex Wealth Management Show - SWFL podcast - Listen or read transcript on Metacast