-
サマリー
あらすじ・解説
Paul keeps seeing firms and other financial planning companies urging investors to change their strategies because of eminent changes coming to the tax law in 2025. The problem is that this is just another form of speculation and gambling, and confident investors stay away from these kinds of pitches. The reality is that these are a bonus. Today, Paul and Evan talk about annuity bonuses. Later in the episode, Paul talks about the outcome of the ESG lawsuit between BlackRock and the state of Tennessee.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
activate_buybox_copy_target_t1