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Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?
Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?

Episode 384

Welcome back to the last episode in this Listener Questions series. From time to time I step away from our usual monthly themes and dedicate an entir…

4 years, 9 months ago

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Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if I’m About to Retire?
Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if I’m About to Retire?

Episode 383

Welcome back to the Retirement Answer Man show. This month we have stepped away from our typical monthly themes, and instead, we are tackling your li…

4 years, 10 months ago

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Listener Questions: How Do I Account for My Pension on a Net Worth Statement?
Listener Questions: How Do I Account for My Pension on a Net Worth Statement?

Episode 382

You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thought…

4 years, 10 months ago

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Listener Questions: How Do Rental Properties Fit into My Retirement Plan?
Listener Questions: How Do Rental Properties Fit into My Retirement Plan?

Episode 381

This month on the Retirement Answer Man show, we are tackling your listener questions. Although we don't have a monthly theme like we usually do, I a…

4 years, 10 months ago

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Listener Questions
Listener Questions

Episode 380

Over the next several episodes I’ll be answering your questions. Rather than having a central topic for the month, I am dedicating each episode to ta…

4 years, 10 months ago

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Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life
Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life

Episode 379

Life is like a river that flows and changes over time. There are gradual twists and turns that we make in life and retirement is one of those. To ens…

4 years, 11 months ago

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Your Non-Financial Retirement Plan: People and Play
Your Non-Financial Retirement Plan: People and Play

Episode 378

Our theme this month is your non-financial retirement plan and in this episode, we’ll explore how relationships and play fit into that plan. These ar…

4 years, 11 months ago

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Your Non-Financial Retirement Plan: Identity, Purpose, and Growth
Your Non-Financial Retirement Plan: Identity, Purpose, and Growth

Episode 377

How do you introduce yourself at parties? Do you use your job title or do you define yourself in other ways? Oftentimes, our work becomes part of our…

4 years, 11 months ago

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Your Non-Financial Plan: A Great Life Is About More than Money
Your Non-Financial Plan: A Great Life Is About More than Money

Episode 376

Retirement is about much more than finances. Money is important to mastering retirement, however, it isn’t everything. To have a successful retiremen…

4 years, 11 months ago

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Asset Allocation Ingredients: What Are UITs and Structured Notes?
Asset Allocation Ingredients: What Are UITs and Structured Notes?

Episode 375

As you start retirement planning you’ll want to think about using various types of retirement vehicles. This is why we are exploring different asset …

5 years ago

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