Episode 10: Will the Election Affect My Financial Plan? - podcast episode cover

Episode 10: Will the Election Affect My Financial Plan?

Dec 11, 202028 minSeason 1Ep. 10
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

  1. Review the risk you are taking in your investment portfolio
  2. Get a Roth Conversion Review done
  3. Review your Income Plan
For the best experience, listen in Metacast app for iOS or Android