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Retirement Planning Is Different For Women: Here’s Why (Part 2)

By |2024-03-10T18:04:20+00:00March 14, 2024|Personal Finance, Podcast, Portfolio|

In this episode, we’ll talk about how women can gain more confidence with their finances. As more women take a proactive approach to money, we want to help them feel comfortable about what they’re doing. We’ll also talk about debt as well as solutions to help women be better prepared for retirement.  

Retirement Mailbag – Living on a Budget, Company Stock, and Spending in Retirement

By |2024-02-20T13:33:48+00:00February 22, 2024|Podcast, Portfolio, Retirement Income Planning|

The topics we’ll cover are anxiety about living on a fixed income, investing in company stock, and shifting your mindset to spending in retirement. These

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Is it Time to Take Cash Off the Sideline?

By |2024-02-15T17:09:39+00:00February 15, 2024|Investment Management, Podcast, Tax Planning|

We’ve been getting questions lately from people with a lot of money sitting on the sidelines. They’re waiting to jump back in the stock market when they feel comfortable but timing the market is incredibly difficult.

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Will These Apocalyptic Predictions Ever Come True?

By |2024-02-07T14:45:12+00:00February 8, 2024|Podcast, Retirement Income Planning, Social Security, Tax Planning|

On this episode, we’ll try to separate sensationalism from reality by covering the top financial concerns that people have. Should you worry that these apocalyptic predictions will eventually come true? Let’s talk about why or why not these fears are warranted

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Do You Need Long-Term Care Insurance If You’re Single and Childless?

By |2024-01-31T15:57:52+00:00February 1, 2024|Podcast, Retirement Income Planning|

Navigating the world of long-term care insurance can be daunting, especially if you're single and without children. In today’s video, we’ll explore why long-term care insurance might be a crucial part of your retirement planning.

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Strategic Planning for Retiree Healthcare

By |2024-01-04T15:20:12+00:00January 4, 2024|Podcast, Portfolio|

In today's show, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Most people haven’t done the necessary planning to account for just how expensive healthcare could be later in life.

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End of Year Financial Planning For 2023

By |2023-12-05T16:52:58+00:00December 7, 2023|Podcast, Portfolio|

Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.

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The Future of Retirement In America: Is The Glass Half Full or Half Empty?

By |2023-11-02T15:07:46+00:00November 2, 2023|Podcast|

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care.

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The Universal Truths in Retirement

By |2023-10-03T15:21:17+00:00October 5, 2023|Podcast|

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement.

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