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Tag: financial planning

episode

Surviving and Thriving in the Transition to Retirement with Fritz Gilbert

This is a special episode of The Money Guy Show with special guest Fritz Gilbert of The Retirement Manifesto. Fritz…

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episode

Use Whole Life Insurance to Avoid Estate Taxes?

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in…

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Use Whole Life Insurance to Avoid Estate Taxes?

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in…

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episode

Are You Letting Fear Drive Your Investment Decisions?

One of our biggest issues with the financial industry is when products are sold to consumers and investors through fear…

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episode

How to Beat Market Timers

Timing the Market vs. Time in the Market If you were just going off what you hear from friends and…

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episode

Shopping Hacks That Will Save You a Fortune!

? If you want to stretch your back pocket and make it go as far as possible, then tune in…

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episode

The Worst Mistakes You Could Make With Your Money, Part 2

This week’s episode is the second installment of The Worst Mistakes You Could Make With Your Money. Last week, we…

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episode

The Worst Mistakes You Could Make With Your Money, Part 1

There is an old saying that goes something like, “Mistakes are the best teachers.” And while this is undoubtedly true,…

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episode

The Truth About Keeping Up with the Joneses

Do you ever look at your neighbors or peers and wonder how you measure up when others seem to be…

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episode

How to Win with Passive Investing Right Now

? How do you design a portfolio to meet your financial goals? We share the difference between active versus passive…

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