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Tag: saving

246 results found
episode

Lump Sum or Payout: How to Withdraw When You Retire

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

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

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

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

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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episode

The Financial Decisions to Get Right at Every Stage and Age

No matter what your life stage, there are financial decisions to think about -- and to get right. It’s never…

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episode

How to Prioritize Financial Goals

The guys got a great listener question a few months ago -- from a husband and wife team who listen…

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episode

Financial Lessons Learned at FinCon

Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss…

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episode

Celebrity Money Mistakes and How to Prevent Them

Brian and Bo run through money mistakes that celebrities have made and give you some advice on how to correct…

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episode

Target Date Retirement Funds Pros and Cons

Target date funds have been around for two decades now and they continue to evolve and find their place in…

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