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  • How Retirement is the Ultimate Vacation
    2026/02/16

    Noel Swain discusses the basic principles of vacation planning and compares them to Retirement Planning, as Retirement is the Ultimate Vacation

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    46 分
  • 5 Things to do before Retirement
    2026/02/09

    Noel Swain discusses the 5 most important things to evaluate in the years just before you retire

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    38 分
  • Retirement Trifecta, part 2 - FAQs of SS, RMDs and taxes
    2026/02/03

    In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes

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    54 分
  • Retirement Trifecta, FAQs on SS, RMDs and taxes Part 1
    2026/01/28

    Noel Swain answers FAQs on 3 of the most important parts of Retirement......Social Security, Required Minimum Distributions,m and Taxes

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    44 分
  • The 1-2-3s of RMDs
    2026/01/19

    Noel Swain discusses what RMDs are, why they're important, how to know how much to take and when, as well as what the penalties are, and tax strategies to lower your RMD amount.

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    43 分
  • Biased Investing
    2026/01/12

    Noel Swain discusses Gen Xers who are scared they will run out of money, and Millennials and Gen Z'ers who are gambling on margin because a YouTuber told them to. In reality both groups are suffering from Biased Investing, which means they are letting emotion and bad information drive their decisions.

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    39 分
  • 5 Critical Questions to Answer before filing for social security
    2026/01/05

    Noel Swain discusses the importance of getting the answers to these 5 critical questions before YOU can ever think of filing for social security so that you can be sure you are maximizing your benefits.

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    42 分
  • 5 Retirement Planning Resolutions
    2025/12/29

    Noel Swain discusses helpful resolutions to get your retirement going in the right direction in 2026.

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    54 分