Thanksgiving and Rebalancing
Financial Detox® Show
English - December 05, 2020 15:00 - 25 minutes - 17.6 MB - ★★★★★ - 9 ratingsInvesting Business retirement retiring retirement planning financial planning investing estate planning tax strategies tax planning investment management business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Investing 101 – Tax Harvesting & Value Propositions
Next Episode: Questions Asked and Lessons Learned from 2020
Show Description: This week’s show starts off with Jason and Alex sharing what they are thankful for and what IDA will be doing as a give back to the community. “Wreaths Across America” a benefit that honors past veterans, by placing holiday wreaths onto their grave sites. The employees of Intelligence Driven Advisers and their families will be placing wreaths on over 400 veteran grave sites at the Fallbrook Masonic Cemetery in Fallbrook Ca. This patriotic gesture leads the conversation ...