Podcast Episodes

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Combatting Popular Excuses For Poor Financial Decision-Making

Episode 127

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or expl…

2 years ago

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Steering Clear of Retirement Stress

Episode 126

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll lo…

2 years, 1 month ago

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Your Financial Wellness Check-Up

Episode 125

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a he…

2 years, 1 month ago

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How Is Technology Redefining Retirement Planning?

Episode 124

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wav…

2 years, 2 months ago

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Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

Episode 123

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore cruci…

2 years, 2 months ago

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Money Lessons While Filling Out Your March Madness Bracket

Episode 122

March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that …

2 years, 3 months ago

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Retirement Planning Is Different For Women: Here’s Why

Episode 121

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over t…

2 years, 3 months ago

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Are Your Good Money Habits Holding You Back? (Part 2)

Episode 120

Welcome back to part 2 of a conversation that might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Ar…

2 years, 4 months ago

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Are Your Good Money Habits Holding You Back? (Part 1)

Episode 119

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider ben…

2 years, 4 months ago

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Mailbag: I’m a Business Owner- How Much Should I Be Saving For Retirement?

Episode 118

We're going to answer some recent listener questions in today's episode. And, for a bit of holiday fun, Matt and Marc reflect on some of their favori…

2 years, 5 months ago

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