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Tag: financial planning

497 results found
episode

The Web Vs. Your Financial Advisor

The look and feel of the personal financial planner is changing. No longer is an office surrounded by mahogany and…

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episode

The Money-Guy Answers Your Email

As a lead-off show for 2013, we decided to answer some email questions from our listeners. We love receiving your…

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episode

Money Truths and Financial Life Lessons from the Money Guys

Now that Christmas is over, remember that it is not about the gift itself but about the thought that went…

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episode

Is There a Perfect Income for Happiness?

The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop…

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episode

End of Year Tax Planning

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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episode

Best 529 College Savings Plans

For many parents out there, one of the biggest concerns is providing their children with a college education. We have…

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episode

Best Brokers and Retirement Rules of Thumb

It is a great thing in life when you do good work for people, and good things turn around and…

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episode

Addicted to Saving

America is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there is fascination…

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episode

Setting Yourself Up For Success

Truly successful people are those who consistently do well in many different areas of life. There are actually patterns that…

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episode

Back to Basics: The Power of Patience

We have all heard that patience is a virtue. But did you know that you can actually get paid for…

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