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2111, 2019

Finding Silver Lining In Unfortunate Financial Situations

November 21st, 2019|Categories: Podcast|Tags: , , , |

On this episode: Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining [...]

1909, 2019

Even Responsible Savers Make Mistakes

September 19th, 2019|Categories: Podcast|Tags: , , , , |

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make...

509, 2019

3rd and 4th Quarter Planning To-Do List, Part 2

September 5th, 2019|Categories: Podcast|Tags: , , , , |

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. We continue to go through our checklist of items to consider as the year begins to wind down in this follow up conversation to last week's podcast.

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