Podcast Episodes

To Give and Receive

Episode 135

4 months, 3 weeks ago

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Big Decisions to Make

Episode 134

5 months ago

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Questions of the Month November 2025

Episode 133

5 months, 1 week ago

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Time Is Running Out

Episode 132

Time is running out on the year 2025, and there are some critical retirement planning moves you have to, or may need to make by the end of the year. …

5 months, 2 weeks ago

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How Do You Find the Right One?

Episode 131

5 months, 3 weeks ago

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Retirement Traps To Avoid

Episode 130

There's no denying that retirement planning is a sophisticated and complicated process. In fact, getting to and surviving retirement can be like navi…

6 months ago

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Is It A Retirement Trick Or A Treat?

Episode 129

It's Halloween Season, and as you know the main theme around Halloween is Trick or Treat--which is also a main theme right now in the retirement plan…

6 months, 1 week ago

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Are You Scared For Your Retirement Plan?

Episode 128

Halloween is a made up theme, but there are many issues going on right now in the financial, economic, tax, and political world that are very real an…

6 months, 2 weeks ago

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Question of the Month October 2025

Episode 127

6 months, 3 weeks ago

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The Original Stretch IRA Has Been Eliminated, Now What Do You Do?

Episode 126

The original inherited Stretch IRA has been severely changed by the Secure Act that went into effect the beginning of 2020. Now what do you do? Find …

6 months, 4 weeks ago

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