Exploring the potential consequences of a financial institution like Schwab facing difficulties, advice on mutual fund transfers and tax implications, navigating inheritance complexities under the Secure 2.0 Act for adult children, updates on beneficiary designations in financial planning, and understanding the government pension offset and social security benefits for nonworking spouses with pensions.
Zoom has a new growth story. Are investors buying it?
(00:21) Ricky Mulvey and Bill Barker discuss:
- Zoom’s quarter, and if the company has a moat.
- AutoZone’s international growth.
- Wendy’s plan to test surge pricing.
- If cereal is a part of a complete and nutritious dinner.
Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.
Got a question for the show? Email us at podcasts@fool.com.
Companies discussed: ZM, AZO, WEN, KLG, SCHW
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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