Latest / Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 2nd
Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.