This first episode of 2021 features a view in the rear-view mirror to understand where we've been to better understand where we might be heading. We discuss the 2020 market, COVID vaccine, Stimulus, Retirement Planning, and get a better understanding of Health Savings Accounts (HSA's) and how to get the most bang for your buck. The topics and questions we cover are real-life questions asked by clients and prospects.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Disclosure
Investigations by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/3924-investigations
License: http://creativecommons.org/licenses/by/4.0/
