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The best way to create wisdom is through experience. Over two decades of wealth management experience has taught us a lot and, thankfully, we’re self-deprecating enough to share all of it – the good and the bad! This episode unpacks our top 3 successes and failures in the world of finance, so you can avoid the pitfalls from our early years and capitalize off of our current wins!
Here are the best and worst financial decisions we have ever made!
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When Should I Claim Social Security?
Social Security can have big impacts on your retirement. However, knowing when to draw your benefits isn’t a one-size-fits-all decision.…
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Tax Guide 2025
Know the tax rules so you can keep more of what you earn. Ever wonder what the highly trained professionals…
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New Child Checklist
Plan for your growing family with confidence. Planning for a new child is so exciting! But as parents, we know…
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Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.
It's like finding some change in the couch cushions.
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