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Getting Through Retirement
Getting Through Retirement

The conversation focuses on the challenges of retirement and provides financial and happiness pointers for a fulfilling retirement. The main themes i…

1 year, 7 months ago

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RETIRE LIKE ROYALTY
RETIRE LIKE ROYALTY

In this conversation, Jeremy Nelson and Gary Nolan discuss four hard lessons learned by monarchs about money and how they can be applied to retiremen…

1 year, 7 months ago

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The Intersection of  Presidential Races and Economic Policies
The Intersection of Presidential Races and Economic Policies

The conversation explores the intersection of presidential races and economic policies and how they could affect financial futures, especially for re…

1 year, 8 months ago

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Retirement Planning Missteps To Be Avoided
Retirement Planning Missteps To Be Avoided

Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your fu…

1 year, 8 months ago

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Retirement Red Zone
Retirement Red Zone

n this conversation, Jeremy Nelson and Gary Nolan discuss important considerations for individuals who are five years away from retirement. They cove…

1 year, 8 months ago

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To Roth or Not to Roth
To Roth or Not to Roth

The conversation discusses the topic of Roth conversions and when it makes sense to do them. It covers reasons such as being in a lower tax bracket, …

1 year, 8 months ago

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Five Basic Steps to Retirement Planning
Five Basic Steps to Retirement Planning

In this conversation, Jeremy Nelson discusses the five basic steps to retirement planning: income planning, expense management, investment management…

1 year, 8 months ago

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Top Retirement Related News Stories
Top Retirement Related News Stories

In this conversation, Jeremy Nelson and Gary Nolan discuss various retirement-related topics, including retirement savings crisis, retirement regrets…

1 year, 9 months ago

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How Can You Find a Financial Advisor,
How Can You Find a Financial Advisor,

Finding the right financial advisor is crucial for your financial success. A recent Vanguard study found that an advisor-managed portfolio can grow s…

1 year, 9 months ago

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Investing in Retirement
Investing in Retirement

In this conversation, Jeremy Nelson and Gary Nolan discuss the importance of continuing to invest after retirement. They highlight several reasons wh…

1 year, 9 months ago

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