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

Pensacola Expert Panel

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

Nov 17 2020 | 00:54:04

00:00 / 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

September 09, 2025 • 00:38:44

09/09/2025 The Garden Line

Mike Wiggins joins PEP Talk with Meg to host:"The Garden Line" . This week Mike continues to talk about what to do to for...

Episode

April 21, 2025 • 00:19:03

04/21/2025 ADX Digital Marketing

Taska King joins PEP Talk with Meg to talk about the many strategies and products offered by ADX DIgital Marketing. This episode she foccuses...

Episode 0

June 24, 2022 • 00:23:37

06/24/22 - Boat Smart - Hosted by Stefan Schmitt - Sponsored by Key Marine

Key Marine Center of NWFL 5621 Bauer Rd, Pensacola, FL 850-492-0487 Special discounted Pricing on all Yamaha, Mercury, and Suzuki Motors. keymarinecenter.wixsite.com/mysite To contact...