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The Weakest Plan?
The Weakest Plan?

Of all the types of employer-sponsored retirement plans, 403(b) plans are among the worst. Without a fiduciary requirement, many of the investment op…

2 years, 6 months ago

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The Weakest Plan?
The Weakest Plan?

Questions? Comments?

Of all the types of employer-sponsored retirement plans, 403(b) plans are among the worst. Without a fiduciary requirement, many …

2 years, 6 months ago

Short Long
View Episode
Biggest Retirement Blunders
Biggest Retirement Blunders

Very few Americans feel confident they can financially enjoy a comfortable retirement. So, what do real retirees wish they knew before retiring? We d…

2 years, 6 months ago

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Biggest Retirement Blunders
Biggest Retirement Blunders

Questions? Comments?

Very few Americans feel confident they can financially enjoy a comfortable retirement. So, what do real retirees wish they knew b…

2 years, 6 months ago

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Know Before You Commit
Know Before You Commit

Before you enter into any relationship, it's important to know how the other person perceives money. This is particularly important to know if you pl…

2 years, 6 months ago

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Know Before You Commit
Know Before You Commit

Questions? Comments?

Before you enter into any relationship, it's important to know how the other person perceives money. This is particularly importa…

2 years, 6 months ago

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New Year. New Questions.
New Year. New Questions.

Happy new year and we have new questions:

What do we think of XY Planning Network? Is Vanguard's new Core Actively Managed Bond Fund a good investmen…

2 years, 6 months ago

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New Year. New Questions.
New Year. New Questions.

Questions? Comments?

Happy new year and we have new questions:

What do we think of XY Planning Network?

Is Vanguard's new Core Actively Managed Bond Fun…

2 years, 6 months ago

Short Long
View Episode
Money Unmentionable
Money Unmentionable

There may be a few things we shouldn't discuss. Money isn't one of them. We need to share nuggets of financial wisdom with our families to help them …

2 years, 6 months ago

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Money Unmentionable
Money Unmentionable

Questions? Comments?

There may be a few things we shouldn't discuss. Money isn't one of them. We need to share nuggets of financial wisdom with our fa…

2 years, 6 months ago

Short Long
View Episode

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