Investing Like a Genius
Are you investing like a genius or are you making every mistake in the book? Let’s talk through five ways you can make wise decisions with your money.
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Answering the Most Common IRA Questions
Wondering what you should know about your IRA? What options do you have and what strategy could pay off in the future? Find out on today’s IRA FAQ episode! ... Read more
Understanding The SECURE Act: When Did You Turn 70.5?
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore the difference a few months ... Read more
Understanding The SECURE Act, Part 3
We’re back to breaking down the SECURE Act once again on the podcast. Back in July, we covered a couple of the provisions under the proposed act like penalty-free distributions ... Read more
Understanding The SECURE Act, Part 1
Recently passed through the House, the SECURE Act has a lot of new retirement implications. You’ll want to hear the next two episodes of the podcast as we break down ... Read more
Questions You Should Be Asking Part 01
As you begin to think about retirement, you probably have all sorts of questions. After all, if you have yet to begin that retirement journey, you’re probably overwhelmed at the ... Read more
Common Money Mistakes
There are so many moving parts to a successful retirement. It’s easy to overlook something as you consider things like taxes, 401(k)s, IRAs, social security, legacy planning, and much more. ... Read more
Invest Like A Genius
Learn to invest like a genius and determine whether you need a traditional or Roth IRA. Finally, let’s make sure your financial actions are lining up with your words.
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