ALL EPISODES

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Ep 27: Financial Acronym Salad

The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean.

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Ep 26: Agree or Disagree With These Financial Strategies?

Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies.

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Ep 25: The Jigsaw Puzzle of Retirement

To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.

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Ep 24: Why the Final Decade Before Retirement is Crucial

When you’re in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you’re in the red zone leading up to your retirement years. We’ll explain why.

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Ep 23: How Home Renovation is Like Financial Planning

Do ever watch home renovation shows on TV? Well, renovation projects can also apply to your financial life. We’ll explain how.

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Ep 22: What Basketball Can Teach Us About Retirement Planning

What can basketball teach us about financial planning? Surprisingly, they have a lot in common. We’ll explain how

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Ep 21: Financial Goals for 2021

“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick.

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Ep 20: Is Your Advisor Doing This?

Does your financial advisor look at your tax returns? What about the fees in your in-vestments? We’ll explain how your advisor should be helping you.

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Ep 19: Financial Lessons from Christmas Carols

How are Christmas carols like retirement planning? Mark Howard sings some songs and tells you how they apply to financial planning.

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Ep 18: How Overconfidence in Your Finances Can Lead to Destruction

Overconfidence in your financial life can sometimes lead to destruction. Let’s look at a few examples.

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