Podcast Episodes

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[SIE] 30, Types of Mutual Funds
[SIE] 30, Types of Mutual Funds

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months ago

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[SIE] 29, Mutual Fund Expenses and Disclosure
[SIE] 29, Mutual Fund Expenses and Disclosure

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months ago

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[SIE] 28, Mutual Fund Share Classes
[SIE] 28, Mutual Fund Share Classes

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months ago

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[SIE] 27, Mutual Funds - Structure and Pricing
[SIE] 27, Mutual Funds - Structure and Pricing

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months ago

Short Long
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[SIE] 26, Money Market Instruments
[SIE] 26, Money Market Instruments

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months ago

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[SIE] 25, Bond Risks - Call, Inflation, and Liquidity
[SIE] 25, Bond Risks - Call, Inflation, and Liquidity

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months, 1 week ago

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[SIE] 24, Bond Risks - Interest Rate and Credit
[SIE] 24, Bond Risks - Interest Rate and Credit

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months, 1 week ago

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[SIE] 23, Municipal Bond Taxation
[SIE] 23, Municipal Bond Taxation

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months, 1 week ago

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[SIE] 22, Municipal Bonds - Revenue Bonds
[SIE] 22, Municipal Bonds - Revenue Bonds

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months, 1 week ago

Short Long
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[SIE] 21, Municipal Bonds - General Obligation
[SIE] 21, Municipal Bonds - General Obligation

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionat…

2 months, 1 week ago

Short Long
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