Podcast Episodes
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Will Social Security be there for you?
Many people believe Social Security is going broke. Is that true and how do you plan around it?
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4Â years, 10Â months ago
Avoiding the big financial mistake
Whether it’s buying a house or moving money out of a 401(k), get some advice first.
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4Â years, 10Â months ago
Protecting your money...from Uncle Sam
Each administration has a different idea about taxes. You need to know about the new proposals on Capital Gains and Inheritance.
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4Â years, 11Â months ago
Don’t miss this retirement planning opportunity
Wells Fargo says 80% of retirees rely primarily on Social Security and pensions for income. Is it enough and what can you do about it?
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4Â years, 11Â months ago
Let’s Stress Test your retirement plan
A doctor might put you on a treadmill to test your fitness. Can you do the same thing with your retirement plan?
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5Â years ago
The “Golden Egg” of retirement planning
As you prepare for retirement, what financial tools will you use?
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5Â years ago
Interview with Chase Rice
While attending the Arians Family Foundation Annual Golf Tournament, Charisse sat down for a conversation with rising Country Music star, Chase Rice.…
5Â years ago
Congress has some crazy ideas to change retirement planning
Congress is busy dreaming up new ways to tax us, but they are also considering taking away some of the advantages that we currently have in place!
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5Â years ago
Interview with the Murray Brothers
Charisse chats with the Murray Brothers (Bill, Brian Doyle, Joel, John & Andy) at the 20th Annual Caddyshack Charity Golf Tournament.Â
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5Â years, 1Â month ago
Interview with Chuck Pagano
Charisse talks with former Indianapolis Colts head coach, Chuck Pagano.
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5Â years, 1Â month ago