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How to Win the Emotional Battle of Long-Term Investing - The Dry Powder Principle

Episode 17

Humans are naturally reactive, it’s a survival technique but those who are able to look beyond the market storms are the investors that are typically…

5 years, 4 months ago

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Maximizing Social Security with Mary Beth Franklin
Maximizing Social Security with Mary Beth Franklin

Episode 16

Whether you’re 25 or nearing retirement age, you’ll learn something new about how to maximize social security and plan for the future in today’s epis…

5 years, 4 months ago

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8 Habits Happy Retirees Avoid

Episode 15

Retirement is one of the most exciting goals to strive for. All of your hard work saving and investing has paid off, and now you’re living the good l…

5 years, 4 months ago

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Building Exceptional Relationships with Carole Robin
Building Exceptional Relationships with Carole Robin

Episode 14

Time and time again research has proven that healthy interpersonal relationships are the key to happiness. So why do so many people get relationships…

5 years, 4 months ago

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Can ‘Old’ Stocks Ever Beat ‘New’ Stocks?

Episode 13

On today’s episode, we’ll discuss if old-line industries or stocks can ever win again, if anything outside of tech companies can win over the long te…

5 years, 4 months ago

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Carrie Schwab-Pomerantz on Planning for Retirement
Carrie Schwab-Pomerantz on Planning for Retirement

Episode 12

Carrie Schwab-Pomerantz, CFP®, is the daughter of Charles Schwab and a leading advocate for financial literacy. She has devoted her career to helping…

5 years, 4 months ago

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Inflation - How Do You Protect Yourself?

 If inflation rears its ugly head like it did in the 1970’s we could see prices for everything that we care about and need go through the roof. How d…

5 years, 5 months ago

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Chris Gardner on Pursuing Happiness and Your Dreams
Chris Gardner on Pursuing Happiness and Your Dreams

Episode 33

Today’s episode features international best-selling author, entrepreneur, single parent, speaker, and philanthropist Chris Gardner. Gardner’s autobio…

5 years, 5 months ago

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Corporate Taxes - What They Mean to You

Episode 9

What will new, higher corporate taxes mean for retirees and the economy?

No matter where you are on taxes, no one likes to think of them going higher.…

5 years, 5 months ago

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IRAs, Taxes, and Retirement Savings with Ed Slott
IRAs, Taxes, and Retirement Savings with Ed Slott

Episode 8

Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known f…

5 years, 5 months ago

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