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

/

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?

Other Episodes

Episode

February 16, 2024 00:48:31
Episode Cover

02/16/24 - PEP Talk with Jake Walker

A full hour of fun and frivolity:  Topics include:  Events coming up this weekend in Pensacola / Fake QR Codes / Interesting coffee additions: ...

Listen

Episode 0

October 27, 2020 00:54:24
Episode Cover

10/27/2020 - Winning with Annalee Leonard - Presented by Mainstay Financial Group

Mainstay Financial Group presents Winning with Annalee. Annalee Leonard and Bob Beargy join the Pensacola Expert Panel to discuss key upcoming deadlines for 2020...

Listen

Episode

May 17, 2024 00:24:39
Episode Cover

05/17/24 - Boat Smart with Stefan Schmitt

Congratulations to Colton for earning Yamaha inline certification / The Yak project is complete / Wrapping up classes for summer break / 200 Yamaha...

Listen