This week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more important ones. Speaker 1 [00:00:04] All right. Welcome to the money puzzle again. Just like last week. I’m...
With the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. Watch the full episode or to catch up on all our podcasts just click the link below! If you’d like to speak...
This week we brought our families in on the fun! With Special Guest Mike Quirk & Chris McCormick. We have been wanting to do a blind taste test and here it is along with a message from us and our families! If you have any recommendations on what to review next,...
This week’s pick is from our bordering state, Jack Daniel’s Bonded Tennessee Whiskey. Bonded is Bottled-in-Bond, aged in select barrels for added depth and character. The Bottled-In-Bond Act (1897) stipulates that the whiskey must be: From a single distillery, From...
This week was a first for everyone. We tried Old Elk Armagnac Cask Finish Bourbon Whiskey. Out of Colorado, The Old Elk Bourbon Whiskey is Left to rest in Armagnac casks, the complex flavors meld with a high-malt mash bill, offering a rich and layered profile like...
This week on The Money Puzzle Podcast today’s we share a story of a client who if they would have sought advice from a professional, could have ended up better off in the long run. You can have peace of mind knowing that your money/retirement is in the safe...
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