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Your Investment Priorities
Your Investment Priorities

Advisor Diana Bacon joins Tom and Don to discuss those future purposes for which you need to invest. Should you invest for a house, education, retire…

2 years, 6 months ago

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Your Investment Priorities
Your Investment Priorities

Questions? Comments?

Advisor Diana Bacon joins Tom and Don to discuss those future purposes for which you need to invest. Should you invest for a hous…

2 years, 6 months ago

Short Long
View Episode
Saturday Eve Qs and Cs
Saturday Eve Qs and Cs

In this Q&A (and C) episode:

What's the best way to sell gold for an estate and what are the tax ramifications? What type of 401k is better for chari…

2 years, 6 months ago

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Saturday Eve Qs and Cs
Saturday Eve Qs and Cs

Questions? Comments?

In this Q&A (and C) episode:

What's the best way to sell gold for an estate and what are the tax ramifications?

What type of 401k i…

2 years, 6 months ago

Short Long
View Episode
Past Isn't Prologue
Past Isn't Prologue

For decades, bonds moved differently from stocks. Then they moved together. So, what will happen in the future? In addition, can you know things that…

2 years, 7 months ago

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Past Isn't Prologue
Past Isn't Prologue

Questions? Comments?

For decades, bonds moved differently from stocks. Then they moved together. So, what will happen in the future? In addition, can …

2 years, 7 months ago

Short Long
View Episode
Keep Messing Up
Keep Messing Up

In this episode, we explore a couple of the big mistakes investors make and clearly and simply explain how to avoid. But, we know most of you will ig…

2 years, 7 months ago

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Keep Messing Up
Keep Messing Up

Questions? Comments?

In this episode, we explore a couple of the big mistakes investors make and clearly and simply explain how to avoid. But, we know…

2 years, 7 months ago

Short Long
View Episode
Bleak Future for Gen X?
Bleak Future for Gen X?

Is Generation X in retirement funding trouble? With few pensions, low savings, and small portfolios, will Gen X be able to retire comfortably? The l…

2 years, 7 months ago

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Bleak Future for Gen X?
Bleak Future for Gen X?

Questions? Comments?

Is Generation X in retirement funding trouble? With few pensions, low savings, and small portfolios, will Gen X be able to retir…

2 years, 7 months ago

Short Long
View Episode

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