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Tag: financial planning

513 results found
article

Retirement Savings Plans for Entrepreneurs

Updated: November 7, 2023

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

Updated: November 7, 2023

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

Updated: April 1, 2025

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

Updated: May 15, 2025

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

Updated: April 1, 2025

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

Updated: November 7, 2023

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

Updated: April 1, 2025

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

Updated: November 7, 2023

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

Updated: May 15, 2025

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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episode

What to Look for When You Need a Financial Professional

Updated: April 1, 2025

Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a…

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