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S3E36: Could You Pass This Retirement Readiness Quiz?

Episode 78

Retirement is often the largest financial goal a person prepares for, and also one of the most difficult to get right. To help you prepare, Mike, Jos…

8 years ago

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S3E35: Tax Season Takeaways

Episode 77

Although tax season can be a stressful time for some individuals, it is always rich with insight and planning opportunities. Join Kevin, Josh, and Mi…

8 years ago

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S3E34: Are You Ready Financially To Have Kids?

Episode 76

Starting a family is a game changer, especially for your finances. How do you know when you’re financially ready? What do you do to get ready, and ho…

8 years ago

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S3E33: How To Be Prepared Financially In The Event Of A Sudden Health Change

Episode 75

When you receive the news that you’re facing a major health change, finances are obviously not the first thing on your mind. Despite that, many times…

8 years, 1 month ago

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S3E32: The Financial Mistakes To Avoid When Receiving An Inheritance

Episode 74

Receiving an inheritance can be an tremendous help to your financial life, but it can also wreak havoc on your financial life. How so? In this episod…

8 years, 1 month ago

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S3E31: Do Not Miss These Financial Steps When Facing A Job Change

Episode 73

Whether it’s by your choice or not, there are several financial issues you need to be on top of when facing a job change. Too many people overlook so…

8 years, 1 month ago

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S3E30: The Most Important Estate Planning Choices You Must Make

Episode 72

Estate planning can be complicated and confusing, which is why you want to understand your options so that you can make the best decisions possible. …

8 years, 1 month ago

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S3E29: Financial Choices Related To College Planning

Episode 71

Financial planning for college can be one of the most difficult goals to plan for. Not only are there several variables, but there are several import…

8 years, 1 month ago

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S3E28: Your Most Important Financial Decisions For Your Retirement

Episode 70

Retirement is such a big goal, making the best decisions about how to approach it and navigate through it are essential. What are those important dec…

8 years, 2 months ago

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S3E27: The Most Important Choices You Make In Your Investments

Episode 69

When making your investment decisions, you have some very obvious choices to make, but also some not so obvious choices. In this episode of Wise Mone…

8 years, 2 months ago

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