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Ep 129: Financial Jargon: Designations and Education

Episode 129

Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around f…

4 years, 7 months ago

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Ep 128: Financial Jargon: Terms & Definitions

Episode 128

There is a lot of financial jargon out there that can be confusing when you are trying to plan for retirement. So, on today’s episode, we’ll explore …

4 years, 7 months ago

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Ep 127: Recognizing the Voice of Greed

Episode 127

When it comes to our money there are several ways, we tend to get greedy. So on today’s episode, we are going to discuss how to recognize the voice o…

4 years, 7 months ago

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Ep 126: Guessing in Retirement Planning

Episode 126

What could go wrong if you end up guessing when planning for retirement? Today, we explore some areas in retirement planning you don’t want to guess …

4 years, 7 months ago

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Ep 125: Murky Issues in Retirement

Episode 125

What are most Americans confused about when it comes to retirement planning? On today's episode, we discuss 3 murky issues that may be making retirem…

4 years, 8 months ago

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Ep 124: State of the Market and Current Inflation

Episode 124

The current state of the market and the rate of inflation may be making you nervous. How do we expect current events to impact your retirement plan a…

4 years, 8 months ago

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Ep 123: What is the Most Important Part of Retirement Planning?

Episode 123

The most important part of retirement planning is going to look different for everyone. On today’s show, we discuss some expert claims about the most…

4 years, 8 months ago

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Ep 122: Values-Based Planning

Episode 122

How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retire…

4 years, 8 months ago

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Ep 121: Planning for the Things We Can’t Predict

Episode 121

You can’t predict a lot of things: how long you’ll live, the next market crash, healthcare costs, tax rates. But you still have to plan for these thi…

4 years, 9 months ago

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Ep 120: How Much Are Your Money Biases Costing You?

Episode 120

Most of us have some biases when it comes to money. Are you afraid of risk? Are you thinking far enough into the future? On today’s episode, we discu…

4 years, 9 months ago

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