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Answering One of Financial Planning's Biggest Questions

Episode 98

Season 4 Episode 4

Do you have the right life insurance in place? Do you have the right amount? Answering those questions are a critical component of…

7 years, 7 months ago

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Should You Invest Using Mutual Funds or Exchange Traded Funds?
Should You Invest Using Mutual Funds or Exchange Traded Funds?

Episode 97

Season 4 Episode 3

Which is a better tool for investing: using mutual funds or exchange traded funds? Both have pros and cons, but on this episode of…

7 years, 8 months ago

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The Eight Best Indicators of the Long-Term Stock Market
The Eight Best Indicators of the Long-Term Stock Market

Episode 96

Season 4 Episode 2 Every investor is looking for an edge on how to position their investments for what might lie ahead. With the stock market still i…

7 years, 8 months ago

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All The Ways You Can Mess Up Your 401(k)
All The Ways You Can Mess Up Your 401(k)

Episode 95

Season 4 Episode 1

Your 401(k) is a critically important tool for your financial future, and has become more important in recent history with few pen…

7 years, 8 months ago

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S3E52: College Planning Prep Course
S3E52: College Planning Prep Course

Episode 94

By now most colleges students are off school, but do you have confidence in your financial plan of how to pay for it? Certified Financial Planners® K…

7 years, 8 months ago

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S3E51: Overcoming Retirement Obstacles
S3E51: Overcoming Retirement Obstacles

Episode 93

The Wall Street Journal posted an article recently stating that today’s retirees are entering old age dangerously under prepared. Despite laying out …

7 years, 8 months ago

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S3E50: 2018 Stock Market Update
S3E50: 2018 Stock Market Update

Episode 92

We’re more than halfway through 2018, how have your investments performed and what changes do you need to make now in order to capture the most upsid…

7 years, 9 months ago

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S3E49: The Four Financial Habits That Lead to Lasting Success
S3E49: The Four Financial Habits That Lead to Lasting Success

Episode 91

More important than how much money you make or where you grew up, there are four primary financial habits that lead to lasting financial success. Mik…

7 years, 9 months ago

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S3E48: How 4 Years Can Propel Your Next 40 Years
S3E48: How 4 Years Can Propel Your Next 40 Years

Episode 90

How can 4 years of your life shape the next 40 years? Ron Powlus, Director of Player Development for the Notre Dame football team, and former Notre D…

7 years, 9 months ago

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S3E47: Does Your Small Business Need a Line of Credit?
S3E47: Does Your Small Business Need a Line of Credit?

Episode 89

Banking and credit services are crucial to the success of a small business.  Whether your business is seeking to capitalize on new opportunities, or …

7 years, 9 months ago

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