25 min listen
Recent Financial News Updates, William Roth & That Other Guy
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Recent Financial News Updates, William Roth & That Other Guy
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
25 minutes
Released:
Nov 13, 2019
Format:
Podcast episode
Description
Clint and Nate discuss a few financial items that may impact our clients financially, including contribution limit increases, the potential change in advertising rules from the SEC, and qualified charitable distributions (QCDs). We also discuss William Roth and that other guy, as well as a modest proposal for a 28th amendment.
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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Nov 13, 2019
Format:
Podcast episode
Titles in the series (100)
"Conflicts of Interest in the Financial Industry" - Gimme Some Truth, Episode 1 by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals