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Retirement Tax Management: The Opportunity to Manage Tax Brackets
Retirement Tax Management: The Opportunity to Manage Tax Brackets

Episode 298

Wait, did you think that tax management would become easier in retirement? That’s hilarious! Managing your taxes in retirement can be a scary endeavo…

6 years, 5 months ago

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Classic Episodes: What’s Wrong with Index-Based Investments?
Classic Episodes: What’s Wrong with Index-Based Investments?

Episode 297

Do you use index-based investments? There is a trend towards passive investing as people are stepping away from high fee managed funds. There are man…

6 years, 6 months ago

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Work and Retirement, A Match Made in Heaven?
Work and Retirement, A Match Made in Heaven?

Episode 296

Are work and retirement mutually exclusive? Here at the Retirement Answer Man world headquarters, we don’t think so. On this classic (throwback?) epi…

6 years, 6 months ago

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Classic Episodes: How Personal Values can Affect Your Happiness in Retirement
Classic Episodes: How Personal Values can Affect Your Happiness in Retirement

Episode 295

In all of your planning, have you planned for happiness in retirement? Many people just look at the facts and figures in their retirement and they do…

6 years, 6 months ago

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Classic Episodes: Michael Kitces and the Rising Equity Glidepath
Classic Episodes: Michael Kitces and the Rising Equity Glidepath

Episode 294

Have you ever heard of the rising equity glidepath? If not, you’ll definitely want to listen in to this interview with Michael Kitces where he debunk…

6 years, 6 months ago

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Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances
Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances

Episode 293

Your net worth statement is the first building block for creating a great life in retirement. On this episode of Retirement Answer Man, we revisit a …

6 years, 6 months ago

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Retirement Plan Live 2019 - How to Navigate Uncertainty
Retirement Plan Live 2019 - How to Navigate Uncertainty

Episode 292

Welcome to the last episode of Retirement Plan Live 2019. If you are new to the show, go back and start with episode 289. Retirement Plan Live is a …

6 years, 7 months ago

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Retirement Plan Live 2019 - Counting What You Have
Retirement Plan Live 2019 - Counting What You Have

Episode 291

Welcome back to Retirement Plan Live 2019. During this Retirement Plan Live, we look at Emma and Luca who have recently been thrown a curveball and n…

6 years, 7 months ago

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Retirement Plan Live 2019 - How to Move Forward
Retirement Plan Live 2019 - How to Move Forward

Episode 290

Even when life throws you a curveball you still have to figure out how to move forward. This Retirement Plan Live series is a bit different than the …

6 years, 7 months ago

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Retirement Plan Live 2019 - When Life Disrupts Retirement
Retirement Plan Live 2019 - When Life Disrupts Retirement

Episode 289

Welcome to a new Retirement Plan Live. If you this is your first time listening to one, be sure to sign up for 6-Shot Saturday to get all the updates…

6 years, 7 months ago

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