Presilium Private Wealth
By Jerry Davidse
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Category: Investing
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Episodes: 293
Description
A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.
| Episode | Date |
|---|---|
|
How Patience Builds Wealth
|
Jul 21, 2026 |
|
The Most Powerful Tax Advantaged Account Explained
|
Jul 16, 2026 |
|
If You're The Business, You Don't Own an Asset
|
Jul 14, 2026 |
|
Opportunity Cost
|
Jul 14, 2026 |
|
200 Weeks of Financial Planning Fridays
|
Jul 07, 2026 |
|
Trump Accounts: What Are They And How Do They Work?
|
Jul 02, 2026 |
|
What Happens When The Markets Are Down?
|
Jun 30, 2026 |
|
What Our Independence Means for You
|
Jun 26, 2026 |
|
The Most Important Investment Chart You Will Ever See
|
Jun 23, 2026 |
|
PC14 - Stress Testing Your Portfolio Through the Worst Market Declines
|
Jun 18, 2026 |
|
PC 15 - Your Retirement Plan's Cushion Against Market Downturns
|
Jun 18, 2026 |
|
FPF 198 - What We Can Learn From The Most Successful Investors
|
Jun 16, 2026 |
|
FPF 197 - Key Lessons From 25 Years as an Advisor
|
Jun 09, 2026 |
|
BV 23 - Not All Growth Is Created Equal
|
Jun 09, 2026 |
|
FPF 196 - How to Think About Investment Risk
|
Jun 02, 2026 |
|
PC 13 - Tax Diversification for Your Account
|
May 28, 2026 |
|
TBQ 36 - Is Your Peace of Mind Complete
|
May 26, 2026 |
|
FPF 195 - What Wealthy Retirees Love About Roth Conversions
|
May 26, 2026 |
|
FPF 194 - How to Protect Your Family From Worst Case Financial Scenarios
|
May 19, 2026 |
|
PC 12 - Why We Love Indexing!
|
May 14, 2026 |
|
BV 22 - The Ceilings You Don't See
|
May 12, 2026 |
|
FPF 193 - Why The Next 10 Years Will Be Incredible
|
May 12, 2026 |
|
FPF 192 - How to Hedge Concentrated Stock
|
May 05, 2026 |
|
FPF 191 - Why Now is the Best Time to Be Alive
|
Apr 28, 2026 |
|
TBQ 35 - What Does It Cost To Work With An Advisor?
|
Apr 28, 2026 |
|
PC 11 – Are You Ready for Retirement?
|
Apr 23, 2026 |
|
FPF 190 - Investing at the Worst Possible Time
|
Apr 21, 2026 |
|
FPF 189 - Smart Strategies to Minimize Taxes on Your Investments
|
Apr 14, 2026 |
|
BV 21 - Buyers Don't Pay For Your Past
|
Apr 14, 2026 |
|
PC 10 - Should You Participate in Your Company's ESPP?
|
Apr 09, 2026 |
|
FPF 188 - You Should Want The Market To Go Down
|
Apr 07, 2026 |
|
TBQ 34 - What Are My First 90-Days Like?
|
Mar 31, 2026 |
|
FPF 187 - One Million Views
|
Mar 31, 2026 |
|
PC 9 - Taking Advantage Of A Down Market
|
Mar 26, 2026 |
|
FPF 186 - Six Years After the COVID Market Low: The Power of Staying Invested
|
Mar 24, 2026 |
|
FPF 185 - Teaching Your Children About Investing: Where To Start
|
Mar 17, 2026 |
|
PC 8 - Your Income Explained
|
Mar 11, 2026 |
|
BV 20 - Predictability Is The Premium
|
Mar 10, 2026 |
|
FPF 184 - The Market Crash of 1929
|
Mar 10, 2026 |
|
FPF 183 - What We Believe
|
Mar 03, 2026 |
|
PC 7 - Rethinking Company Stock In Your 401k
|
Feb 26, 2026 |
|
FPF 182 - Why Staying Invested Beats Waiting For Clarity
|
Feb 24, 2026 |
|
TBQ 33 - Why Co-Managers
|
Feb 24, 2026 |
|
FPF 181 - Market Predictions and Fortune Tellers
|
Feb 19, 2026 |
|
PC 6 - How Should My 401k Be Invested
|
Feb 11, 2026 |
|
BV 19 - The Hidden Cost Of Hero Revenue
|
Feb 10, 2026 |
|
FPF 180 - Our AI Driven Market vs. The 90s Internet Bubble
|
Feb 10, 2026 |
|
FPF 179 - The Market Will Go Down in 2026
|
Feb 03, 2026 |
|
TBQ 32 - How Are My RSUs Taxed
|
Jan 28, 2026 |
|
BV 18 - Revenue Isn't The Same As Value
|
Jan 28, 2026 |
|
TBQ 31 - How Can You Be So Sure?
|
Jan 28, 2026 |
|
FPF 178 - The Worst Investment Strategy Update for 2026
|
Jan 27, 2026 |
|
PC 5 - Creating More Tax-Free Savings For Retirement
|
Jan 22, 2026 |
|
FPF 177 - Our 2026 Market Outlook
|
Jan 20, 2026 |
|
FPF 176 - The 3 Biggest Tax Mistakes Retirees Make
|
Jan 13, 2026 |
|
PC 4 - Health Considerations Before You Retire
|
Jan 08, 2026 |
|
FPF 175 - The Power of Steady Returns
|
Jan 06, 2026 |
|
PC 3 - What to Know About the New Senior Tax Deduction
|
Dec 24, 2025 |
|
FPF 174 - Our 2025 Recap
|
Dec 23, 2025 |
|
FPF 173 - Why Every Family Needs a Financial Plan this Year
|
Dec 22, 2025 |
|
TT4TT 14 - Advantages to Taxable Brokerage Accounts
|
Dec 17, 2025 |
|
TT4TT #13 - How Much Can I Safely Withdraw in Retirement
|
Dec 16, 2025 |
|
FPF 172 - Year Two Of Our Presidential Cycle
|
Dec 16, 2025 |
|
BV 17 - What Does It Mean to Be Great At Your Job
|
Dec 16, 2025 |
|
PC 2 - Charitable Giving Strategy: The 2026 Tax Law Changes You Need to Know
|
Dec 11, 2025 |
|
FPF 171 - Why We’re Gifting Our Kids $4 Million Each for Christmas
|
Dec 09, 2025 |
|
Practical Cents #1 - When Does It Make Sense to Refinance Your Mortgage
|
Dec 02, 2025 |
|
FPF 170 - What The Past 25 Years Can Teach Us About The Next 25
|
Dec 02, 2025 |
|
FPF 168 - Happy Thanksgiving
|
Nov 25, 2025 |
|
FPF 169 - My Annual Birthday Video
|
Nov 25, 2025 |
|
TBQ 30: What Should I Do About My Health Benefits?
|
Nov 25, 2025 |
|
TT4TT 12 - How Can I Minimize Taxes in Retirement
|
Nov 19, 2025 |
|
BV 16 - Raising Capital The Right Way
|
Nov 11, 2025 |
|
FPF 167 - Your Biggest Investment Risk
|
Nov 11, 2025 |
|
FPF 165 - How to Survive Big Market Declines
|
Nov 10, 2025 |
|
TT4TT 11 - What Should I Do With My Pension When I Retire?
|
Nov 05, 2025 |
|
FPF 166 - Year End 2025 Planning
|
Nov 04, 2025 |
|
FPF 165 - How to Survive Big Market Declines
|
Oct 28, 2025 |
|
TBQ 29 - How Do I Protect Myself
|
Oct 28, 2025 |
|
FPF 164 - How Long Can Stocks Continue to Go Up
|
Oct 21, 2025 |
|
FPF 163 - When to find the largest investment gains
|
Oct 16, 2025 |
|
TT4TT #10 - Should You Pay for College - Or Share the Responsibility
|
Oct 15, 2025 |
|
BV 15 - Outsourcing to Create Leverage
|
Oct 14, 2025 |
|
FPF 162 - Donor Advised Funds
|
Oct 07, 2025 |
|
TT4TT #9 - Don’t Gift The House (Yet)
|
Oct 01, 2025 |
|
FPF 161 - Why do we review your tax return
|
Sep 30, 2025 |
|
TBQ 28: When Can I Retire?
|
Sep 30, 2025 |
|
FPF 160 - How to Prepare Your Family to Inherit Significant Wealth
|
Sep 23, 2025 |
|
FPF 159 - The Tulip Bubble
|
Sep 16, 2025 |
|
Building Value: Being Purchased vs. Selling "Out"
|
Sep 16, 2025 |
|
FPF 158 - Sequence of Return Risk
|
Sep 09, 2025 |
|
FPF 157 - Just Wait Longer for Better Returns
|
Sep 02, 2025 |
|
TBQ 27: Why (We Prefer) ETFs?
|
Aug 26, 2025 |
|
FPF 156 - Stock Market Volatility
|
Aug 26, 2025 |
|
FPF 155 - How Innovation Drives the Stock Market Higher
|
Aug 19, 2025 |
|
Building Value: Give Them a Deadline
|
Aug 13, 2025 |
|
FPF 154 - How to Financially Prepare for a Divorce
|
Aug 12, 2025 |
|
FPF 153 - Preparing a Last Letter
|
Aug 05, 2025 |
|
FPF 152 - How to Prepare for a Market Downturn
|
Jul 29, 2025 |
|
FPF 151 - 2025 Midyear Update
|
Jul 28, 2025 |
|
TBQ 26 - Why Work With a CFP
|
Jul 22, 2025 |
|
FPF 150 - What is the Best Age to Take Social Security
|
Jul 15, 2025 |
|
Building Value - 12 Week Years
|
Jul 08, 2025 |
|
FPF 149 - Cybersecurity Tips
|
Jul 08, 2025 |
|
FPF 148 - We Will Face a Bear Market Again
|
Jul 01, 2025 |
|
FPF 147 - Why Your Portfolio Must Keep Growing in Retirement
|
Jun 24, 2025 |
|
TBQ 25 – "What Happens If I Do (X)...
|
Jun 24, 2025 |
|
FPF 146 - Your Investment Performance
|
Jun 17, 2025 |
|
Building Value - THE FORCED SABBATICAL
|
Jun 11, 2025 |
|
FPF 145 - Sell in May & Go Away
|
Jun 10, 2025 |
|
FPF 144 - Keep It Simple
|
Jun 03, 2025 |
|
TBQ: Is Presilium Accepting New Clients?
|
May 28, 2025 |
|
FPF 143 - What Are We So Afraid Of?
|
May 27, 2025 |
|
FPF 142 - Fear is Good for Your Returns
|
May 20, 2025 |
|
FPF 141 - Not So Average Returns
|
May 13, 2025 |
|
Building Value: The Hiring Trap - Why Headcount Isn't Always the Solution
|
May 13, 2025 |
|
An Important Update from Jerry Davidse
|
May 13, 2025 |
|
TBQ: What Do You Think About The Market?
|
May 08, 2025 |
|
FPF 140 - Organizing Your Parents' Finances
|
May 06, 2025 |
|
FPF 139 - Market Performance During a Recession
|
Apr 29, 2025 |
|
FPF 138 - 150 Years of Crises
|
Apr 22, 2025 |
|
FPF 137 - Increase Your Investment Returns
|
Apr 11, 2025 |
|
Building Value - The Dreadful Hiring Process
|
Apr 10, 2025 |
|
FPF #136 - Cybersecurity: Protecting Your Financial Future
|
Apr 08, 2025 |
|
FPF 135 - Your Family Balance Sheet
|
Mar 28, 2025 |
|
TBQ: What Will We Do When...?
|
Mar 27, 2025 |
|
FPF #133 - Stocks Go Down All The Time
|
Mar 18, 2025 |
|
Building Value - (Actually) Useful Performance Reviews
|
Mar 12, 2025 |
|
Inherited IRAs
|
Mar 11, 2025 |
|
The Big Questions: What Will We Do When...
|
Mar 05, 2025 |
|
An Inside Look at Our Investment Strategy
|
Mar 05, 2025 |
|
An Inside Look at Our Investment Strategy
|
Mar 04, 2025 |
|
TBQ 21 - Mindset & Preparation
|
Feb 26, 2025 |
|
FPF #130 - Why You Need a Financial Plan
|
Feb 26, 2025 |
|
The January Barometer
|
Feb 19, 2025 |
|
FPF #128 - Gifting to Your Loved Ones
|
Feb 14, 2025 |
|
Building Value: Shiny Object Syndrome
|
Feb 12, 2025 |
|
FPF #127 - Our Core Investment Belief
|
Feb 07, 2025 |
|
FPF #126 - The "Worst" Investment Strategy
|
Jan 31, 2025 |
|
The Big Question: Where Does Presilium Add Most Value?
|
Jan 29, 2025 |
|
FPF #125 - Consistent Returns Matter
|
Jan 28, 2025 |
|
FPF #124 - Our Biggest Investment Fears
|
Jan 17, 2025 |
|
Building Value: Building Value: Qualified Small Business Stock
|
Jan 17, 2025 |
|
FPF #123 - Our 2025 Market Outlook: Insights for the Year Ahead!
|
Jan 10, 2025 |
|
FPF #122 - Should You Change Your Investment Portfolio Because of Politics?
|
Jan 03, 2025 |
|
The Big Question: How Much Should I Have In My Rainy Day Fund?
|
Dec 31, 2024 |
|
FPF #121 - Our 2024 Recap - A Year of Insights and Optimism
|
Dec 26, 2024 |
|
FPF #120 - Holiday Shopping and Stock Sales
|
Dec 20, 2024 |
|
FPF #119 - Should You Convert Your IRA to a Roth IRA?
|
Dec 13, 2024 |
|
Building Value: The Right Retirement Plan
|
Dec 11, 2024 |
|
FPF #118 - The Many Benefits of a Donor Advised Fund
|
Dec 11, 2024 |
|
FPF #117 - Reasons to Not Stay Invested
|
Dec 11, 2024 |
|
The Big Question: How Should I Be Invested?
|
Dec 11, 2024 |
|
FPF #116 - Happy Thanksgiving!
|
Nov 22, 2024 |
|
FPF #115 - What Do You Actually Own in Your Portfolio?
|
Nov 15, 2024 |
|
Building Value: The Advisors You Need
|
Nov 13, 2024 |
|
FPF #114 - Important Cybersecurity Update
|
Nov 08, 2024 |
|
FPF #113 - How Long Can Stocks Go Up?
|
Nov 05, 2024 |
|
The Big Question: When Should I Become More Conservative?
|
Oct 30, 2024 |
|
FPF #112 - What Percent of Your Portfolio Should be in Stocks Vs. Bonds?
|
Oct 30, 2024 |
|
FPF #111 - 3 Ways We Can Help
|
Oct 18, 2024 |
|
Building Value: What's Your Wealth Gap?
|
Oct 16, 2024 |
|
FPF #110 - Why You Should Rebalance Your Investment Portfolio
|
Oct 11, 2024 |
|
FPF #109 - NUA and Company Stock in Your 401K
|
Oct 04, 2024 |
|
FPF #108 - How to Stress Test Your Portfolios
|
Sep 27, 2024 |
|
The Big Question: Why Don't We...?
|
Sep 25, 2024 |
|
FPF #107 - Save Your Beneficiaries From Excess Income Taxes!
|
Sep 20, 2024 |
|
FPF #106 - Market Performance After the Fed Cuts
|
Sep 13, 2024 |
|
Building Value: What's Your Multiple?
|
Sep 11, 2024 |
|
FPF #105 - You Need These 3 Critical Documents
|
Sep 06, 2024 |
|
FPF #104 - The Best Performing Stock of All Time
|
Sep 06, 2024 |
|
The Big Question: What if this time is different?
|
Aug 28, 2024 |
|
FPF #103 - How Has the Market Performed After a 5% Decline?
|
Aug 23, 2024 |
|
FPF #102 - Protecting Yourself from Severe Market Declines
|
Aug 19, 2024 |
|
FPF #101 - Embrace Market Declines!
|
Aug 09, 2024 |
|
Financial Planning Fridays #100 - 100 Episodes Strong!
|
Aug 02, 2024 |
|
The Big Question: What To Do If The Market Keeps Going Higher?
|
Jul 31, 2024 |
|
FPF #99 - Building Real Wealth
|
Jul 26, 2024 |
|
FPF #98 - Our 2024 Mid-Year Update
|
Jul 19, 2024 |
|
FPF #97 - Required Minimum Distributions
|
Jul 12, 2024 |
|
FPF #96 - The Future of Social Security
|
Jul 08, 2024 |
|
FPF #95 - More Volatility Please!
|
Jun 28, 2024 |
|
The Big Question: What's the Presilium Difference?
|
Jun 27, 2024 |
|
FPF #94 - Lifetime Tax Savings
|
Jun 21, 2024 |
|
FPF #92 - Keep a Positive Mindset
|
Jun 14, 2024 |
|
FPF #93 - Predicting Market Declines
|
Jun 14, 2024 |
|
The Big Question: Managing RSUs
|
Jun 14, 2024 |
|
Tips & Tricks - Qualified Charitable Distributions
|
Jun 05, 2024 |
|
FPF #91 - A Great Head Start!
|
Jun 05, 2024 |
|
The Big Question: How Much Should I Be Saving
|
May 29, 2024 |
|
FPF # 90 - Your Lifetime Return
|
May 24, 2024 |
|
FPF # 89 - A Global Financial Crisis Case Study
|
May 17, 2024 |
|
FPF #88 - Market Returns in Election Years
|
May 10, 2024 |
|
FPF #87 - A Fun Look at Social Security
|
May 03, 2024 |
|
FPF #86 - Stay Ahead of Inflation!
|
Apr 26, 2024 |
|
The Big Question: How Can You Be So Optimistic?
|
Apr 26, 2024 |
|
FPF #85 - Temporary Market Declines During Bull Markets
|
Apr 26, 2024 |
|
FPF #84 - Why We Don't Recommend Individual Stocks
|
Apr 12, 2024 |
|
FPF #83 - Our Core Investment Belief
|
Apr 08, 2024 |
|
FPF #82 - Our Investment Allocation and Performance Report
|
Apr 05, 2024 |
|
The Big Question: When Do We Sell?
|
Mar 27, 2024 |
|
FPF #81 - The Market's Fast Start in 2024
|
Mar 22, 2024 |
|
FPF #80 - How to Make Successful Investments in Volatile Markets
|
Mar 15, 2024 |
|
FPF #79 - 3 Lessons Learned from the Global Financial Crisis
|
Mar 08, 2024 |
|
FPF #78 - Life and Market Milestones
|
Mar 01, 2024 |
|
The Big Question: What's Your Minimum?
|
Mar 01, 2024 |
|
FPF #77 - Everyone Needs a Financial Plan
|
Feb 23, 2024 |
|
FPF #76 - Why We Love Stocks
|
Feb 14, 2024 |
|
FPF #75 - Investor Patience Pays Off!
|
Feb 12, 2024 |
|
FPF #74 - The Best Investment Opportunities
|
Feb 02, 2024 |
|
Tips and Tricks for Today and Tomorrow - 2024 IRS Contribution Limits
|
Feb 01, 2024 |
|
The Big Question: Am I Okay?
|
Jan 31, 2024 |
|
FPF #73 - Market Performance After An All-Time High
|
Jan 26, 2024 |
|
FPF #72 - Our Exceptional New Client Process
|
Jan 26, 2024 |
|
FPF #71 Our 2024 Market Outlook
|
Jan 12, 2024 |
|
FPF #70 Why We Invest
|
Jan 05, 2024 |
|
The Big Question: Why Doesn't Everyone Do It That Way?
|
Jan 02, 2024 |
|
2023 Year-End Review - History Was Right!
|
Dec 28, 2023 |
|
FPF #68 Stocks vs. Bonds for Generating Income
|
Dec 21, 2023 |
|
FPF #67 When Your Friends and Family Panic
|
Dec 15, 2023 |
|
FPF #66 Long-Term Returns vs. Maximum Declines
|
Dec 11, 2023 |
|
FPF #65 Stay Invested!
|
Dec 01, 2023 |
|
The Big Question: Does Presilium Help With That?
|
Nov 29, 2023 |
|
FPF #64 Supercharge your Savings!
|
Nov 20, 2023 |
|
FPF #63 2023 Year-End Checklist
|
Nov 13, 2023 |
|
The Big Question: How's my Return?
|
Nov 13, 2023 |
|
FPF #62 Normal Stock Market Declines
|
Nov 13, 2023 |
|
FPF #61 The Bond Crash
|
Nov 13, 2023 |
|
FPF #60 7 Times You Should You Update Your Will and Estate Plan
|
Nov 13, 2023 |
|
FPF # 59 - How Do Government Shutdowns Impact the Financial Market?
|
Nov 10, 2023 |
|
FPF # 58 - Lump-Sum or Monthly Pension
|
Oct 06, 2023 |
|
FPF # 57- Finish Strong! How Stocks Have Historically Performed in the 4th Quarter
|
Oct 06, 2023 |
|
FPF # 56 - Consistent Investment Returns Count!
|
Oct 06, 2023 |
|
Financial Planning Friday's #55 - Dollar Cost Averaging
|
Sep 13, 2023 |
|
Financial Planning Friday's #54 - Take Advantage of Market Declines!
|
Sep 13, 2023 |
|
Financial Planning Friday's #53 - Roth Conversions!
|
Sep 13, 2023 |
|
Financial Planning Friday's #52 - Lessons from our first year of podcasts!
|
Sep 13, 2023 |
|
Financial Planning Friday's #51 - How Important Are Dividends?
|
Aug 18, 2023 |
|
Financial Planning Friday's #50 - Buy More of Your Lagging Investments
|
Aug 10, 2023 |
|
Financial Planning Friday's# 49 - Fortune Tellers and Market Forecasters
|
Aug 10, 2023 |
|
Financial Planning Friday's #48 - How Much Can You Spend In Retirement?
|
Jul 28, 2023 |
|
Financial Planning Friday's #48 - How Will Stocks Perform in the 2nd Half of 2023?
|
Jul 24, 2023 |
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Financial Planning Friday's #46 - Stocks Are The Best Long-Term Investments
|
Jul 11, 2023 |
|
Financial Planning Friday's #45 - A History of Bull Markets
|
Jul 11, 2023 |
|
Financial Planning Friday's #44 - Does Your Family Need a Trust?
|
Jun 28, 2023 |
|
Financial Planning Friday's #43 - 3 Keys to Grow Your Wealth
|
Jun 22, 2023 |
|
FPF Special Edition - The Bear Market is Over!
|
Jun 14, 2023 |
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Financial Planning Friday's #42- Higher Earnings = Higher Market
|
Jun 14, 2023 |
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Financial Planning Friday's #41 - A Preview of 2033
|
Jun 01, 2023 |
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Financial Planning Friday's #40- What Has Lower Inflation Meant for Stocks?
|
May 25, 2023 |
|
Financial Planning Friday's #39 - Bull and Bear Market Update
|
May 20, 2023 |
|
Financial Planning Friday's #38 - A 100 Year Plan
|
May 11, 2023 |
|
FPF'S #37 - How the DJIA Can Grow From 33,000 to 351,000
|
May 04, 2023 |
|
FPF #36 - The Importance of Diversification
|
Apr 27, 2023 |
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Financial Planning Friday's #35 - 2 More Reasons to be Optimistic in 2023!
|
Apr 20, 2023 |
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Financial Planning Friday's #34 - Donor Advised Funds
|
Apr 18, 2023 |
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Financial Planning Friday's #33 - Clarifying the Confusion Around Your Social Security Benefits
|
Apr 07, 2023 |
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Financial Planning Friday's #32 - Three Major Keys to Reaching Your Goals
|
Mar 31, 2023 |
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Financial Planning Friday's #31 - Don't Invest Like Your Neighbors
|
Mar 24, 2023 |
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Special Episode: The Failure of Silicon Valley Bank and the Future of Banking
|
Mar 16, 2023 |
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Financial Planning Friday's #30 - Now is the Best Time to be Alive!
|
Mar 09, 2023 |
|
Financial Planning Friday's #29 - Presilium Emergency Drill
|
Mar 02, 2023 |
|
Financial Planning Fridays #28 - Investing During a Recession
|
Feb 24, 2023 |
|
Financial Planning Friday's #27 - Improving After Tax Returns
|
Feb 17, 2023 |
|
Financial Planning Friday's #26 - The January Barometer
|
Feb 09, 2023 |
|
FPF# 25 - Don't Give Your Investments a Day Off!
|
Feb 02, 2023 |
|
Financial Planning Friday's #24 - Stay Invested
|
Jan 27, 2023 |
|
Financial Planning Friday's #23 - How Large is Your Retirement Income Cushion?
|
Jan 20, 2023 |
|
Financial Planning Friday's #22 - How to Maximize the 2023 IRS Limits
|
Jan 12, 2023 |
|
FPF's #21 - Our 2023 Market Outlook - 3 Reasons We Are Optimistic
|
Jan 04, 2023 |
|
Financial Planning Friday's #20 - 2022 Year End Review
|
Dec 30, 2022 |
|
Financial Planning Friday's #19 - Your Family Balance Sheet
|
Dec 22, 2022 |
|
Financial Planning Friday's #18 - The Yield Curve
|
Dec 15, 2022 |
|
Financial Planning Friday's #17- The Power of Compound Growth
|
Dec 08, 2022 |
|
Financial Planning Friday's #16 - Market Performance After Midterm Elections
|
Dec 01, 2022 |
|
Financial Planning Friday's #15 - Thank You for Introducing Us!
|
Nov 22, 2022 |
|
Financial Planning Friday's #14 - Investing for Education
|
Nov 17, 2022 |
|
Financial Planning Friday's #13 - Optimizing Short-Term Accounts
|
Nov 10, 2022 |
|
Financial Planning Friday's #12 - Time In The Market vs. Market Timing
|
Oct 27, 2022 |
|
Financial Planning Friday's #11 - Bull and Bear Markets
|
Oct 24, 2022 |
|
Financial Planning Friday's #10 - Our Secure Client Vault
|
Oct 24, 2022 |
|
Financial Planning Friday's #9 - Estate Planning
|
Oct 24, 2022 |
|
Financial Planning Friday's #8 - Tax Loss Swaps
|
Oct 24, 2022 |
|
Financial Planning Friday's #7 - The Decision Center
|
Oct 24, 2022 |
|
Financial Planning Friday's #6 - Asset Withdrawal Order
|
Oct 24, 2022 |
|
Financial Planning Friday's #5 - Risk Management
|
Oct 24, 2022 |
|
Financial Planning Friday's #4- Rebalancing
|
Oct 23, 2022 |
|
Financial Planning Friday's #3 - Investment Asset Allocation
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Oct 23, 2022 |
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Financial Planning Friday's #2 - The Probability of Success
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Oct 23, 2022 |
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Financial Planning Friday's #1 - The Benefits of Financial Planning
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Oct 23, 2022 |
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Roth Conversions and Why They Can Be Especially Beneficial During a Down Market
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Sep 05, 2022 |
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Buying Stocks in a Bear Market
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Sep 05, 2022 |
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Top 3 Way to Benefit from a Down Mar
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Jun 02, 2022 |