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 16, 2021 00:24:50
Episode Cover

06/14/21 - The Chamber Connection

Todd Thompson, President of Pensacola Chamber of Commerce is joined by Michelle Luckett, CEO of BRACE to discuss hurricane preparedness.

Listen

Episode

April 24, 2024 00:24:46
Episode Cover

04/24/24 - AvalonHR

Stacie Orren is in the studio along with Kirk Waters, who is a new addition to the team at AvalonHR.  Kirk outlines the many...

Listen

Episode

February 05, 2024 00:22:56
Episode Cover

02/05/24 - ADX Digital

Lexi Mendoza is in the studio to discuss On-Site Visit Tracking - Know your return on investment with strategies from ADX Digital and be...

Listen