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Tag: financial planning

513 results found
episode

How to Win Life’s Lottery

Updated: April 1, 2025

It seems that lottery fever is sweeping the nation, so today we give our thoughts on how you can still…

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episode

Asset Location

Updated: June 18, 2025

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on…

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episode

Portfolio Perseverance

Updated: April 1, 2025

With market fluctuations and continuous financial volatility, many are tempted to give up on investing altogether. The anxiety and fear…

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episode

Knowing When to Go Pro

Updated: April 1, 2025

Hiring a professional financial planner could possibly be the key that unlocks the door to your financial success. At the…

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episode

Mutual Fund Mastery

Updated: April 1, 2025

Mutual fund investing is one of the easiest ways to get into the market. But whether you are a seasoned…

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episode

How to Identify Opportunities (And Make Your Own Luck)

Updated: April 1, 2025

Often times in life, we associate the successes of others with luck. If someone lands the perfect job, finds their…

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episode

The Money-Guy 2011 Commencement Address

Updated: April 1, 2025

With graduation rapidly approaching for many college students, The Wall Street Journal just announced that the Class of 2011 will…

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episode

Never Run Out of Money…

Updated: April 1, 2025

Boy does it feel good to be back! The holidays always seem to throw off our schedule just a bit…

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episode

Certainly Uncertain

Updated: April 1, 2025

As is usually the case, the holiday season has caused our bi-weekly schedule to be slightly off. You could probably…

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episode

College Savings ‘Making the Grade’

Updated: April 1, 2025

Today's show is a follow-up to a show we did back in February 2009 titled "529 College Savings and 'The…

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