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Tag: retirement

247 results found
episode

The Web Vs. Your Financial Advisor

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

End of Year Tax Planning

Updated: April 1, 2025

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 Brokers and Retirement Rules of Thumb

Updated: June 18, 2025

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

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

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

Happy New Year and A Happy Retirement

Updated: April 1, 2025

Well, I've missed you guys. We took a few weeks off for the holidays, and I can only hope that…

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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

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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