Sunday, August 21st

Money Talk: The Annex Wealth Management Show - SWFL · Aug 21, 2022 · 55m

Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Is now a good time to consider a Roth conversion? We dig in. Also, learn more about remarriage and estate planning, what IS and ISN’T financial planning, and how Gen X should be approaching retirement.