Sunday, July 3rd
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan trustees, and what you need to know about spousal social s
July 3, 2022
55 min
137
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135 of 342
Episode 137 · July 3, 2022
Sunday, July 3rd
0:00 / 55:37
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Brandon Lehman Clips Episodes Around July 3, 2022
Episode 135 of 342 — walk the feed in the order it was published.
Sunday, July 3rd
Summary
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan trustees, and what you need to know about spousal social security. We also check in with Robert Chastain, branch director and wealth manager at the Naples branch of Annex Wealth Management.
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