Episode020d: iie Financial “Chuck n’ Ann on Finance”
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Manage episode 194691854 series 1749426
*The planning segment this week covers the new Tax Plan Law for converting a Traditional IRA to a Roth IRA and back again. ***Time sensitive***
Welcome to “CHUCK N’ ANN ON FINANCE” broadcasting from the iieFinancial studios in Houston, Texas!
Since we are in the Houston area, due to great demand, we’ve added a fifth segment to the show, which will be dedicated to Oil and Gas!
The show is segmented into 5 parts (a through e) so you can listen in part or in whole.
a: This week in the markets
b: News of the week, which always starts out with a “News of the weird” article
c: Education segment- Get your learn on with financial topics covering simple things like “what’s the difference between a stock and a rock?” to more complex investment tools and strategies
d: Planning from a financial perspective
e: Oil and Gas- Updates and Commentary
Call 832-953-4998 or visit us online www.iiefinancial.com
IIE Financial “Willing the good of another”
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DISCLAIMER: IIE Financial is an Investment Advisor Representative with Symphony Financial a Registered Investment Adviser. Charles Fulkerson is an Investment Advisor Representative with IIE Financial and Symphony Financial, Ltd. Co.. Annie Fulkerson is not registered nor affiliated with Symphony Financial, Ltd. Co.
Opinions expressed on this program do not necessarily reflect those of Symphony Financial. The topics discussed and opinions given are not intended to address the specific needs of any listener. IIE Financial does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
85 episodes