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.
Bob discusses the end of the year planning everyone should be preparing to do.
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Brian Prawitz, ADX Digital Marketing consultant joins PEP Talk with Meg to talk about the services and products offered by ADX Digital Marketing. For...