The Independent Advisors Podcast Episode 292: Overblown Sentiment

from The Independent Advisors · host Mark McEvily

Show Notes:Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R

Episode metadata supplied by the publisher feed · Published Mar 20, 2025

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The Independent Advisors Podcast Episode 292: Overblown Sentiment

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