12-13-25 - Mobile Payments, Tariff Updates, and Qualified Charitable Distributions Explained

This episode explores generational differences in banking habits, including the growing use of mobile payment apps. Jeff, Erin, and Robert discuss online shopping considerations as tariff policies evolve and review how qualified charitable distributions may fit into retirement income planning. They also answer a listener question about what happens when a financial advisor changes firms.

 

• Likes
• Share