エピソード

  • Is Your Family Financially Prepared for the Unexpected?

    Is Your Family Financially Prepared for the Unexpected?
    2026/04/25
    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.
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    1分未満
  • Is a Roth Conversion Right for You?

    Is a Roth Conversion Right for You?
    2026/04/18
    During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
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    1分未満
  • How Much Monthly Retirement Income is Enough?

    How Much Monthly Retirement Income is Enough?
    2026/04/11
    During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.
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  • A Different Way to Budget

    A Different Way to Budget
    2026/04/04
    During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.
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    1分未満
  • Follow Your Social Security Signs

    Follow Your Social Security Signs
    2026/03/14
    During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.
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  • Long-Term Care Myths and Facts

    Long-Term Care Myths and Facts
    2026/03/07
    During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
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  • Prepare Today for Tomorrow’s Healthcare Costs

    Prepare Today for Tomorrow’s Healthcare Costs
    2026/02/28
    During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.
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  • Retirement Taxes and Money Moves

    Retirement Taxes and Money Moves
    2026/02/21
    During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.
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    1分未満