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#245: I Bonds, Inherited IRA Rules & Surviving the Lottery

You can find the links and resources for this episode on our website here: ------ Want a complimentary copy of our latest book, Your Business Your Wealth? All you have to do is review our podcast (on Apple Podcast / Spotify / Stitcher), then email us a screenshot of your review to info@sfgwa.com and we'll mail you a copy of our latest book. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve ...

Secure Act 2.0 and Your Retirement Plan

EPISODE #263 You can find the links and resources for this episode on our website here: - Want a complimentary copy of our latest book, Your Business Your Wealth? All you have to do is review our podcast (on Apple Podcast / Spotify / Stitcher), then email us a screenshot of your review to info@sfgwa.com and we'll mail you a copy of our latest book. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments...