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Mini Shows

31 episodes found
episode

The Market Is Going CRAZY (What It Means For You)

Here's how to turn Bear Market fear into financial opportunity!

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Is The Market DOOMED? How You Can Prepare

Tired of the stock market roller coaster? This might help you sleep at night.

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How To Open a Roth IRA | Financial Advisor Live Walkthrough

This step-by-step guide walks you through exactly how to open a Roth IRA account. (It's way easier than you might…

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Financial Advisor Explains: How To MAXIMIZE Your HSA!

Learn how Health Savings Accounts (HSAs) offer incredible investment opportunities that could revolutionize your retirement planning.

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An 8% Withdrawal Rate Is DANGEROUS | Financial Advisor Explains

Your withdrawal rate determines how much you need invested to support yourself in retirement. If you can safely withdraw more,…

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Should You Pay Off Debt Or Invest? | Financial Advisor Explains

But what if I told you there’s a middle ground between paying off debt and investing? Yes, debt is dangerous,…

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Why Some People End Up Broke or Rich

Many believe that a high income automatically equals wealth. That’s simply false. Nearly half of Americans making over $100,000 live…

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3 Wealth Milestones YOU Can Use To Stay On Track!

Building wealth can feel like a long and difficult journey. Every dollar you save is a step forward—and it's often…

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What Is The Financial Order of Operations?

Your step-by-step guide to making smart financial decisions with every dollar.

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Financial Advisor Explains: Backdoor and Mega Backdoor Roth Conversions

Building wealth and saving big on taxes? That’s where Roth accounts shine. Let’s dive into how to leverage Roth strategies…

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