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Episode 1155: The Daily Wrap 05.20.21
Our restaurant of the week is Susan Spicer's patio cafe in Midcity: Rosedale.
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
Sam in Gretna is changing firms. How does he evaluate between different Mutual Funds and ETFs? How does he figure out which new firm would be the right fit?
How does he move the money without triggering some sort of tax or penalty?
The average IRA balance reaches an all time high, but is it enough to retire on? Is average enough?
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
Sam in Gretna is changing firms. How does he evaluate between different Mutual Funds and ETFs? How does he figure out which new firm would be the right fit?
How does he move the money without triggering some sort of tax or penalty?
The average IRA balance reaches an all time high, but is it enough to retire on? Is average enough?
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By Winning at Life with Gregory RicksOur restaurant of the week is Susan Spicer's patio cafe in Midcity: Rosedale.
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
Sam in Gretna is changing firms. How does he evaluate between different Mutual Funds and ETFs? How does he figure out which new firm would be the right fit?
How does he move the money without triggering some sort of tax or penalty?
The average IRA balance reaches an all time high, but is it enough to retire on? Is average enough?
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
Sam in Gretna is changing firms. How does he evaluate between different Mutual Funds and ETFs? How does he figure out which new firm would be the right fit?
How does he move the money without triggering some sort of tax or penalty?
The average IRA balance reaches an all time high, but is it enough to retire on? Is average enough?