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Retirement Rebels: Winning Your Financial Independence

Episode 107

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for …

2 years, 10 months ago

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Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Episode 106

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 10…

2 years, 11 months ago

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Bad Money Habits Could Spoil Your Retirement Party

Episode 105

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you …

2 years, 11 months ago

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5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

Episode 104

Beneficiaries are an important part of a well-thought-out retirement plan. While it may seem like naming beneficiaries is a simple task, there are so…

3 years ago

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Rookie Mistakes Even Experienced Investors Make

Episode 103

Even if you're a seasoned investor, it can be easy to make rookie mistakes. In this episode, we'll delve into the top 5 mistakes that we see people m…

3 years, 1 month ago

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A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2

Episode 102

Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are p…

3 years, 1 month ago

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A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1

Episode 101

Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are p…

3 years, 1 month ago

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Should An Advisor Tailor A Plan To Fit Your Personality?

Episode 100

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of…

3 years, 2 months ago

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Moving Your Retirement Goalposts: Is It Worth The Risk?

Episode 99

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their o…

3 years, 3 months ago

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Top Tax Tips For Retirees

Episode 98

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to…

3 years, 3 months ago

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