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Something New in 401(k)s That Some Like, But Others Don't | Don't Be Bad Santa When Giving Money to Your Kids | The Top 3 Reasons People Don't Spend Money in Retirement
On this episode:
Pros and cons of target date funds. The implications of inheriting IRAs. The importance of being prepared for market volatility. Ov…1 year, 2 months ago
Is Your Health Putting Your Retirement at Risk? - Part 1
Are you aware of how your health can impact your retirement finances? Charisse Rivers explores the crucial connection between managing health and pro…
1Â year, 2Â months ago
The Number One Question People are Asking About Their 401(k)
You may have heard your 401(k) can become a “Tax Time Bomb” in retirement. How can you avoid it?
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1Â year, 2Â months ago
Has your 401(k) accidently become a “Tech Fund?” | Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan
On this week's show:
The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks?
Preparing your 401(k) …
1Â year, 2Â months ago
How much will an IRA-to-Roth Conversion save you?
Pay the taxes now or pay the taxes later. What makes sense for your IRA and 401(k)?
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1Â year, 2Â months ago
What can gift cards teach us about retirement? | When your CD comes due, what’s next for your money? | One advisor who says 100% risk before AND IN retirement
On this week's show:
Those unused gift cards in your wallet or purse have something in common with your retirement portfolio.
There are 7 Trillio…
1Â year, 2Â months ago
When is the worst time to see a financial advisor?
Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial adviso…
1Â year, 2Â months ago
Should a change in President have you worried about the Market? | Don't have a pension? Can you create your own? | The Top 8 things you can do to get ready for retirement | Many people are wrong about how social security works | What does ice cream have to do with retirement planning?
On this week's show:
As Inauguration Day approaches, what does history show us about the market after a new president is elected? Developing your ow…1 year, 2 months ago
Is it Possible to Save Too Much in Your 401(k)?
There may come a time near retirement where you should switch from your employer 401(k) to something else. When and why?
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1Â year, 2Â months ago
Never walk out the door without THIS from your financial advisor
A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: Wha…
1Â year, 3Â months ago