Sunday, February 27
Feb 27, 2022•56 min•Transcript available on Metacast Episode description
On top of inflation and concern over the Fed’s next decision, the Russian invasion of Ukraine created volatile market conditions this week. We dig in deep on the show which contains some useful team segments designed to inform and educate. What are the Three Keys to Happiness in Retirement? We’ll cover that. Mark Beck discusses how we tailor the wealth management experience depending on our client’s age. Ask Annex delves into the ‘retirement smile’ when it comes to spending and QDRO’s during a divorce—and our estate planning team covers the importance of choosing the right executor of your estate plan.
