Bob Beargie, a financial expert with Mainstay Financial, joins the panel to answer calls and questions. Bob discusses Roth Conversions in this episode. He explains the typical conversation people have about Roth IRA’s, what a Roth IRA is, how it works, and who can contribute to a Roth IRA. Call 850-437-3127 today to set up your appointment with Bob!!
Wesley S. Odom, President of Armada Advisors, joins the Pensacola Expert Panel to discuss diversifying portfolios, maximizing retirement savings, and the importance of a...
Lexi from ADX Digital joins Pep Talk and shares marketing tips businesses can utilize during the upcoming holiday season.