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Freedom After 50: Fearless Freedom – Unlocking Radical Resilience for Life's Next Chapter

Episode 484

What role does spirituality play in your life and how can it help you cultivate a purpose-driven retirement? Join us for a conversation about wisdom,…

1 year, 4 months ago

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The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott

Episode 483

Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the f…

1 year, 5 months ago

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Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4

Episode 482

Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this fi…

1 year, 5 months ago

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Comparing 4 Flexible Income Strategies for Retirement

Episode 481

If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals. 

In this …

1 year, 5 months ago

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Freedom After 50: The Shadow Side of Wealth - Exploring the Wise Wealth Matrix - Part 3

Episode 480

Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you re…

1 year, 5 months ago

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Our 2025 Market Predictions

Episode 479

It's that time of year again in the finance world; time to ring in this year's stock market predictions! Are analysts erring toward bull—or bear? We …

1 year, 5 months ago

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Cracking the Code to Maximize Happiness By Finding Meaning and Purpose in Retirement with Jordan Grumet, MD

Episode 478

Today, I'm thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger,…

1 year, 5 months ago

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10 Steps to Prepare Your Finances for Retirement

Episode 477

How should you modify your portfolio for retirement? It doesn't take a one-size-fits-all approach, but let's begin with the basics. 

In this episode,…

1 year, 6 months ago

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476: Freedom After 50: Exploring the Wise Wealth Matrix - Part 2

Episode 476

What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the…

1 year, 6 months ago

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Freedom After 50: Exploring the Wise Wealth Matrix - Part 1

Episode 475

What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave th…

1 year, 6 months ago

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