The team from the Pensacola Dragon Boat Festival joins Pep Talk to discuss the upcoming Captain's Meeting, Practice Schedule and all the fun activities...
Bob Beargie hosts this episode about Retirement Plans, forgotten 401k’s, The Secure Act and more.
Bob shares the year end financial checklist: https://www.plantemoran.com/explore-our-thinking/insight/2021/01/ten-financial-planning-opportunities-for-2021 https://mainstayfg.com/ 850-437-3127 Over the age of 72, take your RMD. Charitable giving. Write a check, gift...
