Podcast Episodes

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Year End Checklist, what should be on yours?

Episode 251

Join us for today's podcast as Crystal discusses the Year End Checklist, what is on yours?

You can have Confidence for every financial decision!

Wat…

1 year, 4 months ago

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Charitable Gifting, the Gift not just for Holidays

Episode 250

Join us for today's podcst as we approach year-end and Crystal discusses Charitable Gifting, and how it can be added into your life...  Tune in today…

1 year, 4 months ago

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The Stock Market and The 2024 Election, what does this mean for us all?

Episode 249

Join us for today's podcast as Crystal discusses the Stock Market and the Election, what are your thoughts? What are your concerns?  Tune in today!

Y…

1 year, 4 months ago

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Investing Fundamentals

Episode 248

Join us for today's podcast as Crystal discusses Investing Fundamentals, whether you are new to investing or want a refresher, tune in today!

You can…

1 year, 4 months ago

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P.E.M. Personal Economic Model Part 3 Your Tax Filter

Episode 247

Join us for today's podcast, Part 3 of the series, P.E.M, Your Tax Filter

You can have Confidence for every financial decision!

Watch us on our YouTu…

1 year, 5 months ago

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Part 2 of P.E.M Interview with James Blanton Co-Founder of PEM Life

Episode 246

Join us for today's podcast, Part 2 in the series, as Crystal interviews James Blanton Managing Director and Co-Founder of PEM Life

You can have Conf…

1 year, 5 months ago

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P.E.M. Personal Economic Model, Your Wealth and Income Potential Part 1

Episode 245

Join us for today's podcast, the first of a new series, P.E.M., Personal Economic Model, Your Wealth and Income Potential..

You can have Confidence f…

1 year, 5 months ago

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#1 Top Conversation, Personal Economic Model

Episode 244

Join us for today's podcast, the last one of the series, as Crystal shares her #1 Top Conversation from the last 25 years, Personal Economic Model

Yo…

1 year, 5 months ago

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Three Components to a Financial Plan

Episode 243

Join us for today's podcast as Crystal counts down the Top 10 Conversations, coming in at #2 Three Components of a Financial Plan

You can have Confid…

1 year, 6 months ago

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Core Beliefs, Taxes and The Market

Episode 242

Join us for today's podcast as Crystal shares her #3 Top Conversation, Core Beliefs -Taxes and The Market.

You can have Confidence for every financia…

1 year, 6 months ago

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