This episode Bob Beargie covers the topic of transferring assets after death.
(He gives examples of assets that do not go to probate: Assets that are title. Assets that are joint such as beneficiary designations like 401k’s, life insurance, etc. Assets that are not in your name, but in the name of a trust. Bob also discusses assets that do go into probate.)
Bob and Katie go over the fundamentals of investing in the market. Fundamentals: Asset Allocation. Time in the Market, Not Timing. Investing involves trade...
Todd Thomson, President/CEO of the Greater Pensacola Chamber of Commerce joins PEP Talk with Meg to host: "The Penascola Chamber Connection". This episode he...
Father-Daughter Duo Steve and Stephanie join the Pensacola Expert Panel to talk all things Emerald Coast Coins. Stephanie made the leap into the coin...