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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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Estate Planning Mistakes You Need to Avoid

By |2022-10-27T13:25:05+00:00January 2, 2020|Podcast|

Not everyone chooses to leave a financial legacy, but if you’re someone who would, then estate planning is crucial. Make it a part of the conversation when you’re working on retirement, but make sure you avoid these critical mistakes.

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Preparing for Retirement During Your Final Decade of Work

By |2022-10-27T13:25:07+00:00October 3, 2019|Podcast|

Whether you’ve been working on your retirement plan for years or just beginning to get around to it, your focus needs to increase as you approach the end of your working career. That final decade before retirement gives you the chance to get everything in order so you aren’t left scrambling. Today we’ll run through a list of items that you need to be paying attention to.

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