Sunday, July 3rd
Jul 03, 2022•56 min•Transcript available on Metacast Episode description
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan trustees, and what you need to know about spousal social security. We also check in with Robert Chastain, branch director and wealth manager at the Naples branch of Annex Wealth Management.
