Sunday, February 20 - podcast episode cover

Sunday, February 20

Feb 21, 202256 minTranscript available on Metacast
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Episode description

Dave and Derek cover a volatile week in the markets. We've got special segments; one on steps a widow should take dealing with a new reality--and another on changes in 401ks for 2022 for company owners and CFOs. We'll hear from Annex clients about their experience and our estate planning lawyer with pointers about remarriage and estate planning.