EPISODE · Oct 8, 2022 · 33 MIN

Saturday, October 8th.

from Money Talk: The Annex Wealth Management Show - Milwaukee · host Annex Wealth Management

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.

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