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Are You Spending Enough in Retirement?
Are You Spending Enough in Retirement?

We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE!

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10 months, 2 weeks ago

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Don’t Miss This Essential Retirement Strategy
Don’t Miss This Essential Retirement Strategy

Many people get to retirement saying…I wish I had done this.

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10 months, 2 weeks ago

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Where Would You Rather Play: Vegas or the Stock Market?
Where Would You Rather Play: Vegas or the Stock Market?

How do the odds of success compare: Vegas or the stock market? You may be surprised.

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10 months, 3 weeks ago

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Why are People Going Back to Work in Their 70s? | What May Be Holding Back Your 401(k) Performance | Deciding When to Start Your Social Security Check | The Greatest Gift the Government Has Given Us in Retirement Planning
Why are People Going Back to Work in Their 70s? | What May Be Holding Back Your 401(k) Performance | Deciding When to Start Your Social Security Check | The Greatest Gift the Government Has Given Us in Retirement Planning

On this episode:

Most of us want to retire and most of us want to STAY retired. Why are people going back to work in their 70s?

Diving into your …

10 months, 3 weeks ago

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Bill Murray and His Brothers with Retirement Advice
Bill Murray and His Brothers with Retirement Advice

Each year, Bill Murray and his brothers sponsor a golf tournament in St. Augustine. We’ve been able to sit down with them for a lot of fun interviews…

10 months, 4 weeks ago

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Are You Ready for the Market’s Next Move? | Understanding RMDs | Vegas vs. The Market: Which has Better Odds? | Bill Murray Doesn’t Like Fees
Are You Ready for the Market’s Next Move? | Understanding RMDs | Vegas vs. The Market: Which has Better Odds? | Bill Murray Doesn’t Like Fees

On this episode:

Some say we’re on the verge of a recession, some say otherwise. Is your portfolio ready for whatever the Market does next? What is …

11 months ago

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Is Your Retirement Portfolio Missing This Key Strategy?
Is Your Retirement Portfolio Missing This Key Strategy?

Charisse Rivers explains how Roth IRAs can optimize retirement planning with tax-free growth.

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11 months ago

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What is Your Retirement MVP?
What is Your Retirement MVP?

On this week's episode:

Have the markets hit their low point? Are you moving money or riding this out? Death by 1,000 financial cuts.

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11 months, 1 week ago

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How Do I Plan for Retirement When I Don’t Know How Long I’m Going to Live?
How Do I Plan for Retirement When I Don’t Know How Long I’m Going to Live?

When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do?

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11 months, 2 weeks ago

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How to Keep Calm in Financial Turbulence | Should Gold Be Part of Your Retirement Plan? | Do you have a plan for generating income during market downturns? | Are you ready to tackle retirement taxes?
How to Keep Calm in Financial Turbulence | Should Gold Be Part of Your Retirement Plan? | Do you have a plan for generating income during market downturns? | Are you ready to tackle retirement taxes?

On this week's episode:

Are you prepared for market ups and downs in your retirement? Gold: A Safe Bet or Risky Gamble? Why You Might Pay More Taxes…

11 months, 2 weeks ago

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