MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
Release Date: 06/18/2025
MFA PODCAST 16 3 Ways To Plan For Long Term Nursing Care
The Financial Advocate
info_outline
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.
info_outline
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.
info_outline
MFA PODCAST 13 Happy Thanksgiving - Gratitude From A Financial Guy
The Financial Advocate
info_outline
MFA PODCAST 12 - What Does A Financial Advisor Really Do?
The Financial Advocate
info_outline
MFA PODCAST 11 - Legal Documents - Which Ones Do You Really Need?
The Financial Advocate
info_outline
MFA PODCAST 10 Reduce or Eliminate RMD Taxes
The Financial Advocate
info_outline
MFA PODCAST 9 Life Insurance Basics
The Financial Advocate
info_outline
MFA PODCAST 8 Planning Made Easy - A Case Study
The Financial Advocate
info_outline
MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
The Financial Advocate
info_outlineDon't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.