BONUS!!  Live from our 2023 Client Appreciation Event

BONUS!! Live from our 2023 Client Appreciation Event

Episode 14:

Title - BONUS! Client Appreciation Event 2023, IRAs and the Boston Bruins

*Sorry for any grammatical errors as this description was generated using AI

In this episode of the Money Pig podcast, host Reid Trego is joined by Financial Advisor Rory Glatt at a client appreciation event. They take questions from attendees about investments, including traditional vs Roth accounts and investing in the stock market vs betting on sports. The podcast's mission is to promote financial peace, independence, and generosity through their advice and expertise. The hosts also reveal that "PIG" stands for peace, independence, and generosity while discussing potential acronyms for the word including "Hog." They make finance fun by having a good banter while answering client questions.

If you want help managing and investing your wealth we would be happy to discuss your individual goals and options. Please reach out by scheduling a free 15 minute intro call with our Goodwin Investment Advisory consultant here.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.


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