Sunday, September 25th - podcast episode cover

Sunday, September 25th

Sep 25, 202256 minTranscript available on Metacast
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Episode description

The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that, along with a list of common questions from clients, how our financial planning team reviews client insurance coverage, and for executives with complex company stock holdings—we'll cover NUA.