Sunday, November 13th. CPI cools. So we're good now?
Nov 13, 2022•55 min•Transcript available on Metacast Episode description
A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. Robert Chastain, branch director Annex Wealth Management in Naples works through a quick are-you-ready-for-retirement checklist. If your investment world includes Stock Options, NUA, high level tax planning and deferred compensation—Annex Executive might be for you. Find out more on this week’s show.
