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Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans
Samuel J. Dixon, RFC Co-Founder/ Managing Partner
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, e…
Published on 1 week, 3 days ago
Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Building a Retirement Pl
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. …
Published on 1 week, 5 days ago
Interview with Mark Turner (AIF) on Tax Planning
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make…
Published on 1 week, 6 days ago
Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust and Transparency i
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. …
Published on 1 week, 6 days ago
Interview with Pri Cosentino Founder & Financial Advisor at Fern Prosperity Discussing Maintaining Lifestyle and Legacy in Retirement
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies…
Published on 2 weeks, 1 day ago
Interview with Mark Turner President of Wealth Management Strategies Discussing Retirement Accumulation vs Distribution
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make…
Published on 2 weeks, 1 day ago
Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing the Transition into Reti
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. …
Published on 2 weeks, 1 day ago
Episode 46: The Tenacious Pursuit of Peace with Madeleine MacRae
Part of The Construction Executives Live Program
The Tenacious Pursuit of Peace
Inspired by Madeleine MacRae’s powerful book, The Tenacious Pursuit of Peace: Where to Go When Success is Not Enough, we…
Published on 2 weeks, 4 days ago
Interview with Pri Cosentino Founder & Financial Advisor at Fern Prosperity Discussing Overcoming Retirement Fears and Achieving Peace of
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies…
Published on 2 weeks, 4 days ago
Interview with Mark Turner President of Wealth Management Strategies Discussing Retirement Income Planning
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make…
Published on 2 weeks, 6 days ago