Jul 1, 2022
We’re opening up the mailbag today and tackling three questions from listeners. If you’re thinking about changing jobs later in your career, a small business owner, or just worried about the state of the market, then this show will hopefully touch on something you’ve been thinking about.
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Jun 24, 2022
The great thing about facts is they remain to be facts even if you don’t wish to acknowledge them as such. Turning a blind eye away from the facts of retirement won’t make these truths disappear. It’s time to face them head-on and talk about what we can do to best prepare ourselves.
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Jun 17, 2022
We might all be different when it comes to money, but there are certain things that we can all relate to. Let’s look at the areas of financial planning that we are all familiar with and discuss where people often go wrong.
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What we...
Jun 10, 2022
You might have heard already that financial planning changes as you head into retirement and your goals shift, but does that mean you should get out of the market and move to cash? We’ll answer that question along with two others that came into the show recently.
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Jun 3, 2022
Warren Buffett has become synonymous with successful investing and savvy decision-making, but he’s also authored some of the great financial quotes. Today we’ll share a few of our favorites and apply them to the retirement planning we do with clients.
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