Sunday, October 15

Money Talk: The Annex Wealth Management Show - SWFL · Oct 15, 2023 · 55m

CPI came in hotter than expected. Will that sway the Fed's decision on interest rates? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts. Robert Chastain, branch director, will offer up 5 tax moves to consider for retirees to make before the end of the year.