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  • What You Need to Know

    What You Need to Know
    2025/10/11
    During this show we’re going to take a close look at annuities, particularly their pros and cons.
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  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    2025/10/04
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    2025/09/27
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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  • Add Fuel to Your 401(k) Balance

    Add Fuel to Your 401(k) Balance
    2025/09/20
    During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.
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  • How to Truly Enjoy Your Retirement

    How to Truly Enjoy Your Retirement
    2025/09/06
    During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.
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  • Finish 2025 Strongly

    Finish 2025 Strongly
    2025/08/30
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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  • Understanding Fixed vs. Variable Annuities

    Understanding Fixed vs. Variable Annuities
    2025/08/23
    This episode provides a clear and concise guide to understanding the key differences between fixed and variable annuities. We'll explore the pros and cons of each, helping you determine which type best aligns with your financial goals and risk tolerance. From guaranteed returns to market-based growth, this is your go-to resource for making an informed decision about these popular retirement products.
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  • The Tax Savvy Investor

    The Tax Savvy Investor
    2025/08/16
    This episode explores the crucial role of tax planning in building long-term wealth. We'll uncover strategies for optimizing your investment portfolio, from utilizing tax-advantaged accounts to mastering techniques like tax-loss harvesting. Learn how to make smart financial decisions that minimize your tax burden and ultimately help you keep more of your hard-earned money.
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    1分未満