04/20/21 - Winning with Annalee

April 20, 2021 • 00:54:06
04/20/21 - Winning with Annalee
Pensacola Expert Panel
04/20/21 - Winning with Annalee

Apr 20 2021 | 00:54:06

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Show Notes

Bob Beargie, Investment Advisor Representative with Mainstay Financial Group joins Genna on the Pensacola Expert Panel to discuss regrets, the “4 Buckets” and the step up in cost basis. A caller joins in the conversation to discuss what happens to his grandson’s Florida Pre-paid College Account.

 

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