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Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?
Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?

Episode 374

Retirement planning takes many different forms, but to effectively manage your money in retirement it is important to know the types of investment ac…

5 years ago

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Asset Allocation Ingredients - What is a Mutual Fund?
Asset Allocation Ingredients - What is a Mutual Fund?

Episode 373

This month we are discussing the ingredients that make up your retirement portfolio--your pie cake. In the previous episode, we took a deeper look at…

5 years ago

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Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?
Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?

Episode 372

If you have listened to this show for a while you know that I like to create a retirement withdrawal strategy based on the pie cake. However, we have…

5 years ago

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What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees
What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees

Episode 371

Do you know what you should be doing in the 5 years leading up to retirement? Are you doing everything you can to get yourself retirement-ready? 

Thi…

5 years ago

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On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement
On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement

Episode 370

Are you within 5 years of retirement? If so, it’s time to start training. Retirement is like a marathon, and you need to be ready to run it. This epi…

5 years, 1 month ago

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What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy
What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy

Episode 369

Have you ever tried Googling your specific retirement questions? Chances are, those Google searches gave you more confusion than clarity. We all want…

5 years, 1 month ago

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On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy
On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy

Episode 368

Are you trying to gain the confidence you need to rock retirement? If so, you’re in the right place. Welcome to the Retirement Answer Man show, you’v…

5 years, 1 month ago

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On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines
On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines

Episode 367

Do you want to have the confidence to truly rock retirement? Are you within 5 years of retirement? If so, this is the series for you. Over the next 5…

5 years, 1 month ago

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Let’s Get Physical - Creating Your Health Action Plan
Let’s Get Physical - Creating Your Health Action Plan

Episode 366

Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose …

5 years, 2 months ago

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Let’s Get Physical - 5 Tips for Excellent Nutrition
Let’s Get Physical - 5 Tips for Excellent Nutrition

Episode 365

If you are interested in living a healthy life you have to consider the food that you put into your body. The food you consume fuels your body and sh…

5 years, 2 months ago

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