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Podcasts

Financial planning is all about vision – what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day.

EPISODE NOTES:

Every December, Capital Gains Distributions are announced for mutual funds and index funds.  This happens whether the market is up or down.  In a strong market, investors may be more prepared to be hit with a tax bill.  But in a market like we’ve seen in 2022, this may be more of a shock to the system.  Today, Amy Walls from Thimbleberry Financial breaks it all down

November 30, 2022, 2022 | E 74

PISODE NOTES:

Nobody wants to be laid off,  but it’s something that happens.  Today, Amy Walls of Thimbleberry Financial and Jon Gay talk about what to do when you’re out of a job.