Sunday, August 14th
Aug 14, 2022•55 min•Ep 143•Transcript available on Metacast Episode description
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a late-Summer planning checklist. Annex Wealth Management works with numerous companies to help build solid retirement plans—but what types of companies? Tom Parks digs in. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also on the show, we dig in on HSA’s—a powerful tool for investment and retirement planning.
