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Latest Episodes
Medicare and Retirement
April 19, 2021Medicare is a very complicated aspect of your retirement. There are many different plans and with premiums on the rise, how can you know if you are doing things the right way? Find out 10 things you should know about…
Markets Maintain Momentum
April 19, 2021All Major indexes finished the week in the green yet again. The Dow crossed 34000 for the first time ever and the S&P is approaching 4200. What drove the market higher? Find out the answers in this week’s market recap.
How to Avoid Running out of Money in Retirement
April 11, 2021Running out of money in retirement is number one worry for most retirees. How can you make sure your money lasts? Find out how to stress test your portfolio to see if your money is set up to go the…
Markets Stay Strong
April 11, 2021The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this…
Required Minimum Distributions and Retirement
April 4, 2021RMDs are a complicated and important aspect of your retirement plan. As rules change, how could that affect the impact RMDs have in your specific situation? Find out eight things you need to know about your RMD in 2021 in…
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
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