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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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Ways That We Sabotage Our Retirement

By |2022-10-27T13:25:06+00:00December 5, 2019|Podcast|

There are so many parts of your financial life that are out of your control, so why would you sabotage your retirement by failing to handle the things that are within your control? Many people do this but you don’t need to be one of them. Let’s discuss some ways people sabotage their own financial health.

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Busting the Biggest Financial Myths – Part 2

By |2022-10-27T13:25:07+00:00September 19, 2019|Podcast|

In this series, we’ll look at some of the most widely believed financial myths and try to bust them wide open. There are many people that base their decisions on these myths and that’s scary. We want to make sure you aren’t making any mistakes based on misinformation.

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What Does Financial Security Mean to You?

By |2022-10-27T13:25:08+00:00August 1, 2019|Podcast|

Nearly all of us have the same end game in mind, which is to make it to retirement and enjoy our lives in whatever way we choose. But how much we need in retirement varies from person to person. We all have our own definition of financial security, and today we’ll talk about some of those meanings.

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