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S2E15: Biggest Financial Mistakes by Generation, and How To Avoid Them

Avoiding key mistakes is as important for your financial future as making the right financial decisions.  In this episode, Kevin, Josh, and Mike expl…

9 years, 2 months ago

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S2E14: The Three Stages of Retirement – Stage 3: The “No-Go” Years

Your retirement is going to go through 3 different and unique stages, and in order to plan best you need to know what they are.  On this week’s episo…

9 years, 3 months ago

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S2E13: The Three Stages of Retirement – Stage 2: The “Slow-Go” Years

Most people go through three different stages in retirement that each have their own unique financial planning issues and concerns.  Join Josh, Mike,…

9 years, 3 months ago

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S2E12: The Three Stages of Retirement – Stage 1: The “Go-Go” Years

For most of us, our retirement will span many years, ideally even a few decades.  How does your life and financial circumstances evolve over this lon…

9 years, 3 months ago

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S2E11: The Election and Your Money

The speculation is over and the results are in on who the next president is of the United States of America.  What’s not so clear is what it means fo…

9 years, 3 months ago

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S2E10: Do You Have The Right Retirement Plan?

Employer sponsored retirement plans come in all shapes and sizes.  There are important differences between them, and in order for you to get the most…

9 years, 3 months ago

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S2E9: Understanding Your Employee Benefits

Every fall most employers allow their employees to select or make changes to the employee benefits available to them.  During your working years, the…

9 years, 4 months ago

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S2E8: How To Be Great At Saving Money

Yet another study was just released depicting how bad the average American is at saving money.  With saving money being such an important foundation …

9 years, 4 months ago

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S2E7: Why You Need To Be Doing Tax Planning

Ever wonder if you could be doing something different to pay less taxes? Tax Planning is one of the most important components of your retirement plan…

9 years, 4 months ago

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S2E6: What You Need To Know About Medicare

Medicare Open Enrollment is upon us for 2016, and it’s more confusing than it’s ever been.  Join Mike and Kevin as they welcome back special guest Te…

9 years, 4 months ago

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