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Your Retirement Playbook

Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.

info_outline Best Of Your Retirement Playbook Episode 09/12/2022
info_outline Trustee and Executor Job Descriptions 09/09/2022
info_outline The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset 09/08/2022
info_outline College Education and Alternatives 09/07/2022
info_outline Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House 09/06/2022
info_outline Beginning, Middle and End of Your Financial Journey 09/05/2022
info_outline Best Of Your Retirement Playbook Episode 08/29/2022
info_outline Do You Know Which Phase of Finance You Are In? 08/26/2022
info_outline The Difference Between Trustee, Successor Trustee, and More 08/25/2022
info_outline Eliminating Quarterly Tax Payments 08/24/2022
info_outline The Appearance of Simplicity In Investment Decisions 08/23/2022
info_outline Avoiding Confusion In Your Financial Decisions 08/22/2022
info_outline Tax Diversification For Your Legacy Plan 08/19/2022
info_outline Can Volatility Destroy My Retirement? 08/18/2022
info_outline Can Inflation Destroy My Retirement Plans? 08/17/2022
info_outline What To Consider Before Retirement 08/16/2022
info_outline A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification 08/15/2022
info_outline Is Higher Inflation a Cause For Concern? 08/12/2022
info_outline Life Insurance Basics: What You Need To Know 08/11/2022
info_outline Do Your Retirement Accounts Need To Be Rebalanced? 08/10/2022
info_outline Creating Your Letter Of Intention - Legacy Planning and Estate Planning 08/09/2022
info_outline Navigating Financial Detours 08/08/2022
info_outline 72(t) Just Say NO Tax Planning Show 08/05/2022
info_outline Reverse Rollover Pitfalls and Possibilities 08/04/2022
info_outline Intellectual Property and Valuation 08/03/2022
info_outline Changes Along Your Financial Journey 08/02/2022
info_outline A Typical Financial Journey 08/01/2022
info_outline Retirement Strategies During A Volatile Market 07/29/2022
info_outline Can I Give Money Without Being Taxed? 07/28/2022
info_outline How To Create A Tax Plan For Your Retirement 07/27/2022
 
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