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Tag: taxes

episode

How to Build a Better Retirement in 2017

It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward…

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Post-Election Finances: What to Do Now About Your Finances

It is quite normal to feel a certain amount of angst about your personal finances after such a contentious presidential…

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episode

All You Need To Know About ABLE Accounts

The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals with disabilities. Brian shares his personal…

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episode

Use Tax Planning as a Window into Your Financial Future

With April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related…

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episode

The Importance of a Proper Estate Plan

A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what…

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article

Tax Cheats and Staying Out of Trouble

With the new year in full swing, it’s once again time to start preparing for tax season. This is a…

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episode

What to Look for When You Need a Financial Professional

Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a…

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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

Top Tips to Prepare for Retirement

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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