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Tag: financial planning

513 results found
episode

An Heir-Tight IRA

Updated: April 1, 2025

Today's show is one of those nitty-gritty topics that may not always be the most fun or most exciting, but…

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episode

When The Going Gets Tough…

Updated: April 1, 2025

So here we find ourselves. I won't go so far as to say that things feel good, but at least…

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episode

“Dead Ideas” Living On

Updated: April 1, 2025

How would you feel about outperforming the stock market by 15% - 20%? Holy smokes! That sounds pretty great doesn’t…

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episode

Why a Roth 401k May be Your Best Bet

Updated: June 18, 2025

If you have been listening to this show for any length of time at all, you have no doubt heard…

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episode

DCA: Maybe the Most Important Investment Decision You Will Ever Make

Updated: April 1, 2025

So once again this week's show topic was inspired by real life events. You would have to be living under…

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episode

Is Now the Time to be Taking Risks?

Updated: April 1, 2025

Even though the economy has shown some signs of life over the last month and a half, I feel it…

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episode

Stewart vs. Cramer and Real Estate Update

Updated: April 1, 2025

You couldn't turn to a major network or listen to a major broadcast in the past week without hearing about…

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episode

Brian Preston’s Guide to Selecting Mutual Funds

Updated: June 18, 2025

The mutual fund universe is larger than ever and there are no signs of it slowing down. With more funds,…

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episode

Navigating Stormy Economic Waters

Updated: April 1, 2025

Pick your economic worry — there’s more than enough to go around: mortgage crisis? faltering U.S. economy? government deficits? skyrocketing…

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episode

Are Tax-Deferred Savings a Ticking Time Bomb?

Updated: April 1, 2025

"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring…

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