エピソード

  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    2025/12/27
    During this episode, we’ll examine some of the things you need to know about retiring early.
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  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    2025/12/20
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
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  • So, You’re a Decade From Retirement

    So, You’re a Decade From Retirement
    2025/12/13
    During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.
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  • How To Protect Your Retirement Savings

    How To Protect Your Retirement Savings
    2025/12/06
    During this episode, we’re going to have a conversation about techniques and steps that may help you protect more of your retirement savings.
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  • Retirement: When Should You Wait?

    Retirement: When Should You Wait?
    2025/11/29
    In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.
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  • Preparing For Retirement Expenses

    Preparing For Retirement Expenses
    2025/11/22
    During this episode, we’ll discuss common retirement expenses that many people don’t prepare for. We’ll also discuss wealth plans.
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  • What Social Security’s 2026 COLA Means for You

    What Social Security’s 2026 COLA Means for You
    2025/11/15
    In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).
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  • The Year-End Financial Checklist

    The Year-End Financial Checklist
    2025/11/08
    This episode provides your comprehensive, step-by-step checklist for closing out your financial year strong and setting yourself up for success in the new year. We focus on critical, time-sensitive actions, including maximizing your tax-advantaged retirement contributions and executing smart tax-loss harvesting strategies before December 31st. Tune in to ensure you don't miss any final opportunities to boost your savings, lower your tax bill, and optimize your entire financial life.
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