Episodes

  • The Silver Tsunami

    The Silver Tsunami
    May 11 2024
    During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.
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    Less than 1 minute
  • 20 IRA Mistakes to Avoid Part 2

    20 IRA Mistakes to Avoid Part 2
    May 4 2024
    Picking up from part one, this episode dives deeper into costly IRA blunders. Learn how to avoid choosing the wrong IRA type, neglecting powerful tax benefits, and making risky investments that can derail your retirement dreams. Tune in for expert advice to make your IRA a guaranteed win for your future self.
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    Less than 1 minute
  • IRA Mistakes to Avoid Part 1

    IRA Mistakes to Avoid Part 1
    Apr 13 2024
    There are very costly mistakes that you can make with your retirement accounts. In this episode we go over the most costly and common mistakes people make and the strategies to avoid them.
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    Less than 1 minute
  • A Guide To Roth IRAs and Roth IRA Conversions

    A Guide To Roth IRAs and Roth IRA Conversions
    Apr 6 2024
    During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.
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    Less than 1 minute
  • What the New Generation Retirement System Can Do For You

    What the New Generation Retirement System Can Do For You
    Mar 23 2024
    During this show, we’re going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.
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    Less than 1 minute
  • Legacy and Estate Planning

    Legacy and Estate Planning
    Mar 16 2024
    Wondering how to leave a lasting impact? This episode dives into legacy and estate planning, helping you navigate wills, trusts, and strategies to ensure your wishes are met, and the things you value are passed on smoothly to your loved ones.
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    Less than 1 minute
  • What The 2024 Election Means for Your Finances

    What The 2024 Election Means for Your Finances
    Feb 24 2024
    During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
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    Less than 1 minute
  • Market Update

    Market Update
    Feb 10 2024
    This episode dives deep into the current market jungle, exploring where Wall Street stands and its potential future paths. We'll unpack how volatility shakes things up, then tackle practical strategies to navigate the wild swings to help keep your finances secure.
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    Less than 1 minute