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

August 31, 2026 00:21:52
Episode Cover

08/31/2026 Ballinger Publishing

Malcolm Ballinger, Owner and Publisher, joins PEP Talk with Meg to talk about the latest news from Ballinger Publishing, Pensacola community events and the...

Listen

Episode

October 06, 2025 00:24:55
Episode Cover

10/06/2025 Pensacola Chamber Connection

Todd Thomson, President/CEO of the Greater Pensacola Chamber of Commerce joins PEP Talk with Meg to host: "The Chamber Connection". This episode he discusses...

Listen

Episode 0

June 09, 2023 00:22:10
Episode Cover

06/09/23 Britney - FRISKY FRIDAY Santa Rosa County Animal Shelter

The Santa Rosa County Animal Services, located in Milton, Florida is an Animal Shelter that provides temporary housing and care for stray, unwanted, and...

Listen