With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?
Sunday, January 1st. Year in Review. | Money Talk: The Annex Wealth Management Show - SWFL podcast - Listen or read transcript on Metacast
