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The Retirement Grey Zone - Finding Your Second Career After Retirement

Episode 27

When it comes to retirement, we tend to think of things in black and white. In one stage, you’re working, and the next, you’re retired. Depending on …

5 years, 3 months ago

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The Link Between Aging and Longevity in Retirement with Andrew Steele
The Link Between Aging and Longevity in Retirement with Andrew Steele

Episode 26

Just because you’re getting older doesn’t mean that you should stop your efforts for longevity. After all, planning for a happy retirement includes f…

5 years, 3 months ago

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The Three-Headed Monster That Investors Face Today

Episode 21

his year has brought us into a new economic environment. We are shifting from a closed economy to businesses reopening and gaining momentum as we rec…

5 years, 3 months ago

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The Four Stages of Retirement with Louis H. Primavera, PhD.
The Four Stages of Retirement with Louis H. Primavera, PhD.

Episode 24

Studies have found that as many as 40% of retirees have difficulty adjusting, and even those who claim to enjoy retirement may experience some uneasi…

5 years, 3 months ago

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The Importance of Rational Optimism for Investors

Episode 23

Whether you get your news by television, websites, or social media, it is often dominated by a negative narrative. After all, the old saying when it …

5 years, 3 months ago

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Why Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt
Why Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt

Episode 18

When learning how to walk, infants fail up to 70 times an hour yet, they still keep trying. So why can we as adults be so afraid to fail when trying …

5 years, 3 months ago

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How Conservatively Do I Need To Invest As I Get Older? The 15/50 Stock Rule

Episode 21

Lately we’ve been inundated with news of people becoming millionaires overnight. 2021 has been the year of the ‘meme’ stock and this phenomenon has m…

5 years, 3 months ago

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Making Smart Decisions with Your Money with Jill Schlesinger
Making Smart Decisions with Your Money with Jill Schlesinger

Episode 20

When it comes to money, even smart people can make dumb decisions. What do you think is the genesis for poor financial decisions? Why can we be so ba…

5 years, 4 months ago

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The Path to Becoming a Millionaire Next Door

Episode 19

When The Millionaire Next Door book by Thomas Stanley was first released, I was an intern at my first investment job. Now, in its 23-year history, it…

5 years, 4 months ago

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Preparing for a Happy Retirement as a Caregiver with Richard Eisenberg
Preparing for a Happy Retirement as a Caregiver with Richard Eisenberg

Episode 18

As we approach midlife, a lot of us may find ourselves taking care of our aging parents, children, or both. How do we not go broke taking care of oth…

5 years, 4 months ago

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