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  • Legacy Planning During the Pandemic

    Legacy Planning During the Pandemic
    2021/04/24
    During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial steps you may want to take during the pandemic.
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  • What Retirement Savings Tools Are Right For You?

    What Retirement Savings Tools Are Right For You?
    2020/11/21
    During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are self-employed.
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  • Mastering the Last Five Years

    Mastering the Last Five Years
    2020/11/14
    During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to help better position yourself to enjoy the rewarding and comfortable retirement you’ve always wanted.
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  • Rainy Day Feeling

    Rainy Day Feeling
    2020/11/07
    A rainy day can ruin your mood, a downturn in investments can make you want to panic. Here’s strategies to help avoid both.
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  • What you need know about annuities

    What you need know about annuities
    2020/10/31
    During this episode, we’ll be taking a close look at annuities to help you understand what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
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  • Retirement Strategy After a Divorce

    Retirement Strategy After a Divorce
    2020/10/24
    During today’s show, we’ll be discussing how you should go about developing a strategy for retirement after you’ve gone through a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that can make a big difference when it comes to your financial well-being.
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  • Preparing for retirement when you’re single

    Preparing for retirement when you’re single
    2020/10/17
    During this episode, we’ll be examining tips and strategies that may be helpful if you’re likely to retire as a single person. Though there are some challenges to taking a solo retirement adventure, there are also plenty of exciting and rewarding opportunities, too. And, with the right strategy and commitment, you can enjoy a solo retirement with the lifestyle and experiences you’ve always wanted.
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  • Medicare Beginner’s Guide

    Medicare Beginner’s Guide
    2020/10/10
    Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare. This can be a confusing subject. There are so many parts, rules and regulations. We break some of those parts, rules and regulations down for you.
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