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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…

9 years, 1 month 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…

9 years, 2 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…

9 years, 2 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…

9 years, 2 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…

9 years, 2 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…

9 years, 2 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…

9 years, 3 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 …

9 years, 3 months ago

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#180 - Should You Retire Overseas?
#180 - Should You Retire Overseas?

Episode 180

Have you ever considered that it might be advantageous to retire overseas? Where your home will be when you retire can dramatically change what the l…

9 years, 3 months ago

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#179 - A Simple Tool to Estimate Retirement Spending
#179 - A Simple Tool to Estimate Retirement Spending

Episode 179

Do you want to have a great retirement? Make sure you value the right things. It is possible to make a million dollars and feel poor, or to make $60K…

9 years, 3 months ago

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