MFA PODCAST 1 The Only Annuity I Use in Financial Planning
Release Date: 06/03/2025
MFA PODCAST 16 3 Ways To Plan For Long Term Nursing Care
The Financial Advocate
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MFA PODCAST 15 Get Ready For The Santa Claus Effect
The Financial Advocate
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. No strategy assures success or protects against loss.
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MFA PODCAST 14 - Beware Of The Year-End Financial To-Do’s
The Financial Advocate
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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MFA PODCAST 13 Happy Thanksgiving - Gratitude From A Financial Guy
The Financial Advocate
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MFA PODCAST 12 - What Does A Financial Advisor Really Do?
The Financial Advocate
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MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need?
The Financial Advocate
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MFA PODCAST 10 Reduce or Eliminate RMD Taxes
The Financial Advocate
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MFA PODCAST 9 Life Insurance Basics
The Financial Advocate
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MFA PODCAST 8 Planning Made Easy - A Case Study
The Financial Advocate
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MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
The Financial Advocate
info_outlineListen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.