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Oct 27, 2021

Topics Covered:

Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at AWeingarten@Willkie.com

For full show notes visit: https://sfgway.com/ep212

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Oct 20, 2021

Topics Covered:

"CNN Article giving some detail to the spending set forth in the Bill" by CNN

"Ways and Means releases list of tax provisions for budget bill" By Journal of Accountancy

"House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions"...


Oct 13, 2021

Topics Covered:

- Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits

- The Stock Market Fails a Breathalyzer

- Beware of the Tax Traps in Retirement

For full show notes visit: https://sfgway.com/ep210

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go...