Ep 53: Is There Hidden Money In Your Retirement Plan?

Retirement Income

We will be discussing some strategies that may help you save money in your retirement plan. Tune in today to see if you may be able to find those missing dollars. Thank you!...

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Ep 52: A 5 Step Process for Selecting Investment Funds

Investing

It's no secret that the financial world can be overwhelming and it can be difficult to make a decision with all the information out there. Today we hope to provide some clarity and lay out...

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Ep 51: Interest Rates, Inflation, and Your Investment Strategy

Investing

Welcome to the Retirement Café. There is a lot going on in the world right now. The Federal Reserve just raised rates for the first time since 2018. Inflation is at the highest level in...

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Ep 50: Protecting What’s Yours After You Pass

Asset Protection, Estate Planning

Welcome to the Retirement Café. Today we are going to talk about the three hurdles you need to clear in order to ensure that your wishes are carried out when you are no longer here....

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Ep 49: Protecting What’s Yours While You’re Alive

Asset Protection, Estate Planning

Today on the Retirement Café, we are going to talk about why having your goals and wishes in your estate plan is so crucial. This will not only give you peace of mind, but your...

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Ep 48: Are Investors Their Own Worst Enemy?

Behavioral Finance, Investing

Today on the Retirement Café, we are going to discuss how we get in our own way when it comes to money. As humans, we feel a wide variety of emotions and can act irrationally...

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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 46: 2022 Tax Issues for Retirees

Investing, Tax Planning

Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021...

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Ep 45: What the Market Taught Us In 2021 – Part 2

Advisor / Fiduciary Role, Behavioral Finance, Investing

Welcome back as today we are going to finish our two part series on What the Market Taught us in 2021. Last time we talked about who put together this list of lessons can you...

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Ep 44: What the Market Taught Us In 2021 – Part 1

Advisor / Fiduciary Role, Behavioral Finance, Investing

Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years....

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Ep 53: Is There Hidden Money In Your Retirement Plan?

Listen Now

Ep 52: A 5 Step Process for Selecting Investment Funds

Listen Now

Ep 51: Interest Rates, Inflation, and Your Investment Strategy

Listen Now

Ep 50: Protecting What’s Yours After You Pass

Listen Now

Ep 49: Protecting What’s Yours While You’re Alive

Listen Now

Ep 48: Are Investors Their Own Worst Enemy?

Listen Now

Ep 47: The Power of Planning in Reverse Order

Listen Now

Ep 46: 2022 Tax Issues for Retirees

Listen Now

Ep 45: What the Market Taught Us In 2021 – Part 2

Listen Now

Ep 44: What the Market Taught Us In 2021 – Part 1

Listen Now

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