Manage episode 243049037 series 1523035
Although the day's dramatic announcement that impeachment proceeding were in the pipeline, the markets didn't blink internationally or domestically. This surprised some, but time will tell if there will be a lasting effect. A caller asks Brian and Steve if he can invest a coming inheritance when being mostly retired, and Brian has an over-the-break epiphany! Then, sometimes the choice between Will-based and Trust-based planning comes down to just one keyword: Legacy. Finally, Steve Rausch spills rare beans on something exciting in his personal life.
Brian Wiley, Financial Advisor www.treecityadvisors.com