Podcast Episodes

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PPR 222_Reverse Mortgage 101 with Pete Tentler

Season 8 Episode 222

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

1 day ago

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PPR 223_Tax Scheme Nightmare & Buying a Tesla

Season 8 Episode 223

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

2 days ago

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PPR 224_Big Tax Mistakes for Beneficiaries

Season 8 Episode 224

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

3 days ago

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PPR 225_The Retirement Truth of Indexed Universal Life.

Season 8 Episode 225

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

4 days ago

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PPR 226_ C19-Focus on What Matters Most

Season 8 Episode 226

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

5 days ago

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PPR 228_Retirement Planning Back to Basics

Season 8 Episode 228

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

6 days ago

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PPR 229_Being Essential in the Age of Corona Virus

Season 8 Episode 229

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

1 week ago

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PPR 237 Secure Act Kills Stretch IRA

Season 8 Episode 237

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

1 week, 2 days ago

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PPR 239_ Understanding Estate Plans Wills & Trusts

Season 8 Episode 239

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and esta…

1 week, 3 days ago

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PPR VLOG 241- Uncomfortable Conversations with Mom & Dad
PPR VLOG 241- Uncomfortable Conversations with Mom & Dad

Season 8 Episode 241

Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and in…

1 week, 4 days ago

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