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Ep 47: The Power of Planning in Reverse Order

  • Charitable Giving, Estate Planning, Retirement Income
Today on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode...

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Ep 37: All About Roth IRAs

  • Investing, Retirement Income, Tax Planning
Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are...

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Ep 36: All About Required Minimum Distributions

  • Charitable Giving, Investing, Retirement Income
One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and...

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Ep 29: Does Diversification Even Matter?

  • Investing, Retirement Income
Diversification is one of the most important fundamental investing ideals. This concept seems to be misunderstood and many people's portfolios aren't truly diversified. We address what proper diversification might look like and debunk some of...

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Ep 28: Why You Need a Retirement Income Plan

  • Behavioral Finance, Investing, Retirement Income
There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved...

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Ep 25: What Should Your Financial Goals Be?

  • Estate Planning, Retirement Income, Tax Planning
Today we are going to have some fun with financial goals and help you realize that everyone has things that are important to them and often through a simple conversation with a qualified advisor, you...

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