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#190 -  How much you should have saved for retirement by now
#190 -  How much you should have saved for retirement by now

Episode 190

Several years ago I participated in an Ironman Triathlon. I didn’t win, not even close. I finished in the 77th percentile. Turns out, the winner coul…

8 years, 6 months ago

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#189 -  How Indexes and Bear Markets Can Make a Bad Mix
#189 - How Indexes and Bear Markets Can Make a Bad Mix

Episode 189

Indexes are comprised of many companies. Yet only the top few companies drive the index. What happens if we hit a rocky patch in the markets and thos…

8 years, 7 months ago

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#188 -  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan
#188 -  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan

Episode 188

Have you ever had your identity stolen? I have. It’s not fun. It can leave you feeling helpless and frustrated as you try to prove who you are and un…

8 years, 7 months ago

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#185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions
#185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions

Episode 187

My listeners have been asking great retirement questions, and this podcast episode is focused on giving answers to some of those. I’m excited today t…

8 years, 7 months ago

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Retirement Travel - One Way to Fund Your Dreams
Retirement Travel - One Way to Fund Your Dreams

Episode 186

#186 - Retirement Travel - One Way to Fund Your Dreams

Do you have dreams for traveling in retirement? Everyone’s dreams are different, but every dre…

8 years, 7 months ago

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#185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement
#185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement

Episode 185

In the news today, credit card debt has reached over 1 Trillion dollars. In addition, we have 1.2 Trillion dollars in auto debt, 13% above the previo…

8 years, 7 months ago

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#184 - Passive Investing: What You Should Understand
#184 - Passive Investing: What You Should Understand

Episode 184

Passive investment management has taken over the world. Nine of the top ten mutual funds are based on passive investing. On this episode, I explain w…

8 years, 8 months ago

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#183 - How Pre-tirement Could Save Your Retirement
#183 - How Pre-tirement Could Save Your Retirement

Episode 183

Pre-tirement is that phase between full-time work and what we think of as traditional retirement, and it could be the key to you having a great retir…

8 years, 8 months ago

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#182 - Want a Great Retirement?
#182 - Want a Great Retirement?

Episode 182

If you want a great retirement, you don’t need better answers, you need better questions. Pretty much everyone in financial advice and the media want…

8 years, 8 months ago

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#181 - Stop Financial Stress Now!
#181 - Stop Financial Stress Now!

Episode 181

The top financial stress in America, according to a Gallup poll, is not having enough money for retirement. Some people choose to ignore it to avoid …

8 years, 8 months ago

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