Sunday, April 2nd - podcast episode cover

Sunday, April 2nd

Apr 02, 202356 minEp 176Transcript available on Metacast
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Episode description

Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.