Podcast Episodes

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Is it Time to Give Up on International Investments?

Episode 80

Our topic on this episode of the Ready for Retirement podcast is about international investments.

Questions answered: Should I be investing internatio…

4 years, 5 months ago

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Roth Conversions in Non-Traditional Scenarios & Investing in Muni Bonds

Episode 79

Our topic on this episode of the Ready for Retirement podcast is about Roth Conversions in non-traditional scenarios & investing in municipal bonds.

Q…

4 years, 5 months ago

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When Should I Stop Saving For Retirement?

Episode 78

Our topic on this episode of the Ready for Retirement podcast is about when you should stop saving for retirement.

Questions answered: How do I know w…

4 years, 5 months ago

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How to Combine Retirement Planning with Legacy Planning

Episode 77

Our topic on this episode of the Ready for Retirement podcast is about combining retirement planning with legacy planning.

Questions answered: How do …

4 years, 5 months ago

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How to Manage Asset Allocation and Asset Location Leading Up to Retirement

Episode 76

Our topic on this episode of the Ready for Retirement podcast is about managing asset allocation and asset location leading up to retirement.

Question…

4 years, 6 months ago

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Your Questions Answered; RMDs, Social Security Taxes, Income Annuities, and Dividend Reinvestment

Episode 75

Our topic on this episode of the Ready for Retirement podcast is about answering multiple questions that have been recently submitted surrounding RMD…

4 years, 6 months ago

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Inflation Concerns: How Do We Protect Against Looming Inflation?

Episode 74

Our topic on this episode of the Ready for Retirement podcast is about protecting against inflation.

Questions answered: How can we position our portf…

4 years, 6 months ago

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What Makes ETFs More Tax-Efficient Than Mutual Funds (Plus a Hidden Benefit of Tax Efficiency)?

Episode 73

Our topic on this episode of the Ready for Retirement podcast is about understanding what makes ETFs more tax-efficient than Mutual Funds.

Questions a…

4 years, 6 months ago

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How Do I Plan for Longevity Without Sacrificing the "Good Years"?

Episode 72

Our topic on this episode of the Ready for Retirement podcast is about understanding how to plan for longevity without sacrificing the “Good Years”.

Q…

4 years, 6 months ago

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When Does it Make Sense to Work with a Financial Planner?

Episode 71

Our topic on this episode of the Ready for Retirement podcast is about understanding when it makes sense to work with a financial planner.

Questions a…

4 years, 7 months ago

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