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 0

June 22, 2020 00:24:41
Episode Cover

06/18/2020: Steve Gerlach- Emerald Coast Coins

Listen

Episode 0

August 24, 2021 00:53:37
Episode Cover

08/24/21 - Winning with Mainstay Financial and Bob Beargie

Bob Beargie takes a step back in time with the average costs and percentages of 1988.

Listen

Episode 0

April 09, 2021 00:23:36
Episode Cover

04/08/21 - Climatech of Professional Air

Travis and Chris with Climatech answer texts and questions from listeners about everything from cleaning ducts to the benefits of a Remi Halo. We...

Listen