Sound Financial Bites

Topics Covered: 1. Hit your retirement savings goal? It may be wise to unload some stocks (CNBC) 2. What’s Not to Like About a Fund With a 7% Yield? (The Wall Street Journal) 3. Giving legacy access to your iPhone. (The Wall Street Journal) 4. Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now (CNBC) For full show notes visit: https://sfgway.com/221 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purcha