11/17/20 - Winning with Annalee Leonard - Presented by Mainstay Financial Group - Bob Beargy

November 17, 2020 00:54:04
11/17/20 - Winning with Annalee Leonard - Presented by Mainstay Financial Group - Bob Beargy
Pensacola Expert Panel
11/17/20 - Winning with Annalee Leonard - Presented by Mainstay Financial Group - Bob Beargy

Nov 17 2020 | 00:54:04

/

Show Notes

Bob Beargy joins the Pensacola Expert Panel to discuss the current and future political landscape and the effect key election results will have on taxes (Pro tip: they probably aren't coming down any time soon), which tax increases in particular to be on the lookout for, and the best strategy for investment for the remaining months of 2020 (Pro tip: Don't panic!). Bob also covers the potential changes to step up in basis rule for inherited assets and answers listener questions about converting a 403(b) retirement plan with the state into a Roth IRA.

Other Episodes

Episode

March 21, 2025 00:24:30
Episode Cover

03/21/2025 Key Marine Center of NW FL - "Boat Smart"

Stefan Schmidt , Marine Services Instructor at George Stone Technical College joins PEP Talk wtih Meg to host: "Boat Smart". This week Stefan talks...

Listen

Episode

April 06, 2026 00:40:12
Episode Cover

04/06/2026 Ballinger Publishing

Malcolm Ballinger, Owner & Publisher, joins PEP Talk with Meg to share the latest news from Ballinger Publishing.This week he talks about the new...

Listen

Episode 0

December 17, 2020 00:24:57
Episode Cover

12/17/20 - Emerald Coast Coins - Stephanie Dodson & Steve Gerlach

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...

Listen