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Tag: financial planning

504 results found
episode

Recapping the 2015 Berkshire Hathaway Letter to Shareholders

It's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's going down: Brian…

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article

Retirement Savings Plans for Entrepreneurs

70% of entrepreneurs aren’t contributing to a retirement plan. 40% of self-employed individuals aren’t saving regularly, and 28% aren’t saving…

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article

The Serious Impact of Investment Fees

If you're not smartly managing your investment fees, you could be sabotaging your nest egg. As an investor, empower yourself…

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episode

Lump Sum or Payout: How to Withdraw When You Retire

This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I…

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article

Rethinking Your Wants and Needs

It's time to take a good hard look at your spending and re-evaluate your wants and needs. Reflect on your…

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episode

What to Do When Life Happens

Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life…

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article

5 Investment Mistakes Couples Make

Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can…

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episode

Breaking Through the Mystery of Investing

Brian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they're…

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article

Fiduciaries: What They Are and Why They Matter

That’s why it’s important your financial advisor acts as your fiduciary. A professional who takes a fiduciary oath swears to…

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article

The Importance of Wills and Estate Planning

Do you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s…

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