01/05/21 - Winning with Mainstay Financial Group – Annalee Leonard & Bob Beargy

January 05, 2021 00:54:19
01/05/21 - Winning with Mainstay Financial Group – Annalee Leonard & Bob Beargy
Pensacola Expert Panel
01/05/21 - Winning with Mainstay Financial Group – Annalee Leonard & Bob Beargy

Jan 05 2021 | 00:54:19

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Show Notes

Annalee Leonard and Bob Beargy join the Pensacola Expert Panel to discuss the ripple effects of the COVID vaccine becoming available, tax changes and predictions, strategy around Roth conversion timing, and planning tips for 2021 and beyond.

Answers listener’s questions about what happens to your account when your financial advisor retires or leaves the field; how do I know my level of comfort or aversion to risk?

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