investing

Ep 49: Do You Want to Retire Early?

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.

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Ep 8: Financial Forecast: How Planning is Like the Weather

Financial lessons can be found everywhere you look, even on The Weather Channel. Today we’re taking four common weather terms and finding the equivalent in retirement planning.

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Ep 6: How to Ruin Your Retirement

After all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we’ll tell you about some of the most common mistakes people make and what you can do to avoid the same fate.

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Ep 5: How the SECURE Act Impacts Your Retirement

The SECURE Act took effect to start 2020 and it’s the first significant retirement legislation in many years. Let’s look at the key changes to retirement planning and how it might impact your future.

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Ep 4: What They Don’t Teach You In School: Coronavirus Edition

With so many people still fearful of where the economy is headed and worried about
how it will impact their finances, it’s time to change your mindset with a pep talk. Mark
will speak candidly about our current situation and what it takes to navigate these uncertain times and end up successful.

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