Would You Rather

27 min · 26. Mai 2023

Beschreibung

Retriement planning and having some fun with a "would you rather" scenario.

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9 Folgen

401K & IRA Questions

401k rollovers, IRA rollovers, questions and concerns from clients and prospects.

The Client Experience

What clients can expect throughout the discussion process with Premier Wealth.

Four Questions About Retirement

Four Questions About Retirement with Matt Pontius.

The Secure Act 2.0

Discussing retirment planning and the Secure Act 2.0. Discussing tax planning and investment planning as it relates to new legislature.

Would You Rather

Retriement planning and having some fun with a "would you rather" scenario.