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

November 18, 2021 00:25:18
Episode Cover

11/18/21 - Visit Pensacola - Darien Schaeffer

Listen

Episode

June 26, 2025 00:18:25
Episode Cover

06/26/2025 PEP Talk with Meg- Random Acts of Kindness

PEP Talk with Meg host shares her thoughts on kindness, "Random acts of Kindness" and how we can all make a difference every day,...

Listen

Episode

November 13, 2025 00:24:55
Episode Cover

11/13/2025 Quality Roofing Solutions

Benjamin Murphy, Director of Marketing, joins Pep Talk with Meg to discuss the services and products provided by Quality Roofing Solutions and answers "roofing"...

Listen