3rd and 4th Quarter Planning To-Do List, Part 1

By |2019-08-22T05:00:58+00:00August 22nd, 2019|Podcast|

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. Especially if you are retired, or planning to retire soon. Are you focusing on the right things? Listen to today’s podcast to find out.

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You Need To Avoid These Portfolio Disasters

By |2019-08-01T05:00:45+00:00August 1st, 2019|Podcast|

Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them

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