Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)
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2023-06-15
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#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)
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2023-06-08
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#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
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2023-06-01
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#076 - What exactly is "Financial Planning?"
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2023-05-25
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#075 - Qualified Charitable Distributions ("QCDs")
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2023-05-18
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#074 - How to break up with your financial advisor
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2023-05-11
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#073 - What does it actually mean to be a "fiduciary," and does it matter?
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2023-05-04
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#072 - The benefit of "step up in basis"
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2023-04-27
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#071 - Understanding the $250k or $500k gain exclusion on selling your primary residence
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2023-04-20
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#070 - Q&A edition...dividend reinvestment, gifting stocks, Social Security survivor benefits and MORE!
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2023-04-13
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#069 - Highlights of the 2023 Social Security Trustees Report
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2023-04-06
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#068 - What happens to my investments if my broker goes under?
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2023-03-30
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#067 - Why are banks failing and should we be concerned about more failures?
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2023-03-23
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#066 - Common tax forms retirees get at tax return time
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2023-03-16
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#065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)
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2023-03-09
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#064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)
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2023-03-02
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#063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!
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2023-02-23
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#062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio
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2023-02-16
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#061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments
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2023-02-09
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#060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")
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2023-02-02
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