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Creating a Financial Planning – Finding a Planner
Creating a Financial Plan | Financial Planning

Creating a Financial Planning – Finding a Planner

Episode 33 |

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Creating a Financial Plan – One-Page Financial Plan
Creating a Financial Plan | Financial Planning

Creating a Financial Plan – One-Page Financial Plan

Episode 32 | Your calculations are complete. Let’s put the results On Paper, On Purpose, all on One Page.

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Creating a Financial Plan 6 – Estate Planning
Creating a Financial Plan | Estate Planning | Financial Planning

Creating a Financial Plan 6 – Estate Planning

Episode 31 |

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Creating a Financial Plan 5 – In-Retirement Planning
Creating a Financial Plan | Financial Planning | Retirement

Creating a Financial Plan 5 – In-Retirement Planning

Episode 30 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.

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Creating a Financial Plan 5 – Pre-Retirement Planning
Creating a Financial Plan | Financial Planning | Retirement

Creating a Financial Plan 5 – Pre-Retirement Planning

Episode 29 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.

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Creating a Financial Plan 4 – Tax Planning
Creating a Financial Plan | Financial Planning | Taxes

Creating a Financial Plan 4 – Tax Planning

Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.

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Creating a Financial Plan 3 – Insurance Planning
Creating a Financial Plan | Financial Planning | Insurance

Creating a Financial Plan 3 – Insurance Planning

Episode 27 | Insurance Planning protects our financial plan for the best value, letting us apply savings to other aspects of the plan.

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Creating a Financial Plan 2 – Investment Planning
Creating a Financial Plan | Financial Planning | Investing

Creating a Financial Plan 2 – Investment Planning

Episode 26 | Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?

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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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Client Corner

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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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