America's Wealth Management Show

As we approach the midway point of 2023, it's an opportune time to reflect on the significant events and changes that have unfolded in the financial landscape. Bud Kasper and Logan DeGraeve aim to provide a comprehensive review of key developments, focusing on topics relevant to investors in this episode of America’s Wealth Management Show. From updates on new legislation to the Federal Reserve's rate hikes and market dynamics, we'll delve into the implications of these events and discuss future considerations. Let's dive into the substantial shifts and noteworthy occurrences that have shaped the financial world in 2023. More on this episode: https://modwm.com/5-big-things-that-happened-in-2023-so-far/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 529 Rollover to a Roth IRA - What You Need to Know: https://www.modwm.com/529-rollover-to-a-roth-ira/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=big-things-2023 Family Financial Planning: https://www.modwm.com/podcasts/family