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Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for...

podcast

Behavioral Economics is a new field of study based on the idea that economic activity is driven by human psychology. Therefore, if you want to really understand how people behave when it comes to their...

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Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. At the end of October 2022, the S&P 500 was down close to 20% net of...

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Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today...

podcast

Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families....

podcast

Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families...

podcast

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