What We’re Eying In 2023 Including Changes To RMDs… But NOT Annuities Guarding Your Nest Egg podcast

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Trading Business Entrepreneur Podcasting Education Kristen Charles Talon Wealth Mike Lester

Contenido proporcionado por Kristen Charles and Talon Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kristen Charles and Talon Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Guarding Your Nest Egg « »
What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities

1+ y ago 21:05

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Contenido proporcionado por Kristen Charles and Talon Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kristen Charles and Talon Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Mike takes a look back at Wall Street in 2022 and shares what he’s eying for clients this year considering recession concerns. If you aren’t familiar with I Bonds, you’ll hear the pros and cons of how they could possibly be a helpful option to help fight inflation… But NOT annuities.

Kristen also shares an interesting travel stat that spotlights Talon’s ability and passion for helping clients with active portfolio management across the country. Plus, we discuss the details of the $1.7 trillion spending bill (Secure 2.0) that Congress passed in late December, including 2 significant changes to required distributions (RMDs) from retirement accounts that could impact your retirement accounts this year.

See omnystudio.com/listener for privacy information.

… continue reading

100 episodios

#Trading #Business #Entrepreneur #Podcasting Education #Kristen Charles #Talon Wealth #Mike Lester

Artwork

What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities

Guarding Your Nest Egg

published 1+ y ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Kristen Charles and Talon Wealth. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kristen Charles and Talon Wealth o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Mike takes a look back at Wall Street in 2022 and shares what he’s eying for clients this year considering recession concerns. If you aren’t familiar with I Bonds, you’ll hear the pros and cons of how they could possibly be a helpful option to help fight inflation… But NOT annuities.

Kristen also shares an interesting travel stat that spotlights Talon’s ability and passion for helping clients with active portfolio management across the country. Plus, we discuss the details of the $1.7 trillion spending bill (Secure 2.0) that Congress passed in late December, including 2 significant changes to required distributions (RMDs) from retirement accounts that could impact your retirement accounts this year.

See omnystudio.com/listener for privacy information.

… continue reading

100 episodios

#Trading #Business #Entrepreneur #Podcasting Education #Kristen Charles #Talon Wealth #Mike Lester

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