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Beyond the Headlines: How Retirees Can Navigate Investment Risks with Larry Swedroe

Episode 494

Today, I'm speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ bo…

1 year, 2 months ago

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Chaotic Markets: A 4-Point Checklist to Safeguard Your Retirement Savings

Episode 493

Are you feeling uneasy right now? If market turmoil is causing you stress, it's time to determine if your retirement plan is truly built for the unex…

1 year, 2 months ago

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3 Levels of Retirement Readiness: Where Do You Stand?

Episode 492

How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elev…

1 year, 3 months ago

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Freedom After 50: 8 Reasons the Month You Retire Matters

Episode 491

Before you make your transition into retirement, it's important to dial in the ideal timing not just for your money, but your mind. 

In this episode,…

1 year, 3 months ago

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Retirement Withdrawal Strategies in Down Markets: Should You Shift Yours?

Episode 490

Market volatility is inevitable. Whether you're 10 months or 10 years into retirement, it's vital to ask: is your investment strategy prepared? 

In t…

1 year, 3 months ago

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Freedom After 50: The 4 Myths of Security Keeping You Stuck Today and Fearful of Tomorrow

Episode 489

For decades, you've been told that security is the key to a successful life; Work hard, save wisely, and one day, you'll be able to retire with peace…

1 year, 3 months ago

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From Accumulating to Spending: 20 Lessons for a Happy & Successful Retirement with Christine Benz

Episode 488

Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morni…

1 year, 4 months ago

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Should You Pay Off Your Mortgage Before Retirement?

Episode 487

Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a …

1 year, 4 months ago

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Freedom After 50: How to Talk About the Tough Stuff—Money, Religion & Politics

Episode 486

In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you…

1 year, 4 months ago

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Top 5 Retiree Regrets and How to Avoid Them

Episode 485

You want to ensure you have all your ducks in a row before entering retirement. Today, we're pulling back the curtain on the biggest retiree regrets …

1 year, 4 months ago

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