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Creating a Financial Plan 1 – GO, Net, Flow
Cashflow & Net Worth | Creating a Financial Plan | Financial Planning

Creating a Financial Plan 1 – GO, Net, Flow

Episode 25 | The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow

In Creating a Financial Plan, Start Here.

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Creating a Financial Plan 0: 5Cs
Financial Planning

Creating a Financial Plan 0: 5Cs

Episode 24 |

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The Trouble with Target Date Funds
Financial Planning | Investing

The Trouble with Target Date Funds

Episode 23 |

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Risk Tolerance is Stupid! Pt2
Financial Planning | Investing

Risk Tolerance is Stupid! Pt2

Episode 22 |

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Risk Tolerance is Stupid! Pt1
Financial Planning | Investing

Risk Tolerance is Stupid! Pt1

Episode 21 |

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Insurance you Do/n’t Need
Financial Planning | Insurance

Insurance you Do/n’t Need

Episode 20 |

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Term Limits
Financial Planning | Insurance

Term Limits

Episode 19 |

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Long Term Care & Other Uses
Financial Planning | Insurance

Long Term Care & Other Uses

Episode 18 |

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Life Insurance Lies!
Insurance

Life Insurance Lies!

Episodes 14-17 | Life Insurance Agents and “advisors” will use many tactics to sell you permanent life insurance. But you don’t need it! We over 10 myths here.

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What About the Risk?
Investing | Mindset

What About the Risk?

Episode 13 | Investing in the stock market is risky! Or is it? Investing risk is NOT what you think it is.

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    • About
    • Podcast
    • Workshops
      • Investing Before And After Retirement
      • Maximizing Social Security
      • Reducing Taxes in Retirement
      • Estate Planning Essentials
      • Workshop Recordings
    • RetireMembership
      • Join RetireMembership
      • RetireMembership Access
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