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  • Spring Clean Your Finances: 7 Things to Review Before the Year Gets Away From You

    Spring Clean Your Finances: 7 Things to Review Before the Year Gets Away From You
    2026/03/14
    In this episode, we break down seven essential financial moves you should make right now to declutter your accounts and set yourself up for long-term success. We’ll guide you through everything from auditing your subscriptions to rebalancing your portfolio before the mid-year rush begins. Plus, we take a quick detour to Georgia for some travel inspiration as we discuss the highlights of the upcoming Macon Cherry Blossom Festival.
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  • RMDs Explained Clearly: What You Need to Know Before the IRS Decides For You

    RMDs Explained Clearly: What You Need to Know Before the IRS Decides For You
    2026/03/07
    Navigating Required Minimum Distributions (RMDs) doesn’t have to feel like a race against the IRS clock. This episode breaks down the latest age requirements and calculation methods to help you avoid the steep 25% penalty for missed withdrawals. Learn how to strategically integrate these distributions into your broader retirement plan so you can keep more of your hard-earned savings.
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  • The Retirement Paycheck: How Do You Replace Your Income When Work Stops?

    The Retirement Paycheck: How Do You Replace Your Income When Work Stops?
    2026/02/28
    Transitioning from a steady salary to a self-funded lifestyle is one of the biggest psychological and financial shifts you will ever face. In this episode, we break down the "bucket strategy" and other reliable distribution methods to help you manufacture a consistent monthly paycheck from your portfolio. Tune in to learn how to minimize taxes and protect your nest egg so you can spend with confidence throughout your golden years.
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  • What Happens to Your Money When You Die?

    What Happens to Your Money When You Die?
    2026/02/21
    In this episode, we demystify the complex journey your assets take after you’ve passed, from the initial freeze of bank accounts to the final distribution of inheritance. We dive into the critical differences between wills, trusts, and dying intestate to show how state laws can dictate your family's financial future if you haven't prepared. Finally, our experts share actionable steps to ensure your beneficiaries are protected and your legacy remains exactly as you intended.
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  • Women, Wealth & Self-Love: Why Women-Focused Financial Planning Matters

    Women, Wealth & Self-Love: Why Women-Focused Financial Planning Matters
    2026/02/14
    In this episode, we explore why traditional financial models often fail to account for the unique life trajectories of women, from career gaps to longer life expectancies. We dive into the essential connection between financial literacy and self-worth, highlighting how intentional planning serves as a powerful act of self-care. Join us as we share actionable strategies to help you take command of your economic future and build a legacy rooted in security and confidence.
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  • Life Insurance Is Love

    Life Insurance Is Love
    2026/02/07
    To kick off February, which we like to consider Love Month, we dive deep into life insurance. We compare two different types of life insurance: Term and Whole Life. We finish the episode off with why IUL's are a great act of love.
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  • Why Paying Taxes Now Could Save You Later

    Why Paying Taxes Now Could Save You Later
    2026/01/31
    In this episode, we explore the strategic benefits of proactive tax planning and why voluntarily paying taxes today can protect your wealth from future rate hikes. We break down the mechanics of Roth conversions and tax-bracket management, illustrating how "front-loading" your tax bill can lead to a significantly larger tax-free nest egg in retirement. Tune in to learn how to stop viewing taxes as a yearly chore and start using them as a powerful tool to maximize your long-term financial legacy.
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  • What's New for 2025 Tax Returns

    What's New for 2025 Tax Returns
    2026/01/23
    This episode dives into the sweeping changes introduced by the "One Big Beautiful Bill Act" and how they will impact your 2025 tax filings in early 2026. We break down the massive updates, including the significantly higher standard deduction, the increased $2,200 child tax credit, and groundbreaking new deductions for tips, overtime pay, and American-made car loan interest. Learn how to navigate these "big beautiful" updates to ensure you maximize your refund this season.
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