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Financial Planning 101
Financial Planning

Financial Planning 101

Episode 101 | What is Financial Planning? In Financial Planning 101, we define and share the monetary and mental benefits of the process.

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When Should I Update My Estate Plan?
Estate Planning | Financial Planning

When Should I Update My Estate Plan?

Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?

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What is a Fiduciary?
Financial Planning

What is a Fiduciary?

Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.

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Investment or Expense?
Cashflow & Net Worth | Financial Planning | Mindset

Investment or Expense?

Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.

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Get Notified? Nope!
Financial Planning

Get Notified? Nope!

Episode 82 | Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?

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The New RetireMembership
Financial Planning

The New RetireMembership

Episode 80 | We have new membership benefits that are 100% free! Join RetireMembership to receive exclusive content and resources.

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3D Retirement Income
Financial Planning | Investing | Mindset | Retirement

3D Retirement Income

Episode 50 | 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others will teach you how to Retire Successfully and stay Successfully Retired.

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To Roth or Not to Roth
Financial Planning | Taxes

To Roth or Not to Roth

Episode 44 |

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Gratitude is the Way
Financial Planning

Gratitude is the Way

Episode 43 |

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Investing, Speculating, & Trading, Oh My!
Financial Planning | Investing

Investing, Speculating, & Trading, Oh My!

Episode 42 |

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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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