EPISODE · Mar 17, 2025 · 10 MIN
Who Gets the Lake House?
from The Upswing
MONDAY MARKET PREVIEW: Jeff Sherman was joined remotely by Annex Wealth Management CEO Dave Spano, and they began by discussing economic uncertainty as it pertains to falling consumer sentiment. Jeff asked Dave about growing old without a spouse and the financial implications. Plus, the potential situation of several kids inheriting a vacation home from their parents.
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Who Gets the Lake House?
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