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Episode | Date |
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Politics and Your Portfolio: Insights for Investing During an Election Year (Ep. 45)
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Apr 12, 2024 |
Medicare: What You Need To Know With Lukas Baker (Ep. 44)
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Mar 29, 2024 |
The Roth IRA Playbook: From Basic Rules to Advanced Tactics (Ep. 43)
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Mar 15, 2024 |
Unlocking Retirement Income with Life Insurance: An Integrated Approach to Investments and Insurance (Ep. 42)
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Feb 16, 2024 |
Mastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 2 (Ep. 41)
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Feb 02, 2024 |
Mastering Your Money with The Living Balance Sheet® creator Bob Ball – Part 1 (Ep. 40)
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Jan 19, 2024 |
Inside the Investor’s Brain: Biases That Cost You (Ep. 39)
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Jan 05, 2024 |
The Art of College Planning (Pt. 2) (Ep. 38)
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Dec 15, 2023 |
How To Survive Soaring College Costs (Ep. 37)
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Dec 01, 2023 |
Philanthropy Unboxed: Smarter Ways to Make a Lasting Difference with Kate McKenzie, CAP® (Ep. 36)
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Nov 17, 2023 |
Budgeting Reimagined: Transform Your Cash Flows, Supercharge Your Wealth with Neal Brincefield (Ep. 35)
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Nov 03, 2023 |
What are Qualified Opportunity Zones? with Ray DeSantis of Redbrick LMD (Ep. 34)
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Oct 20, 2023 |
High Earners, Low Coverage: Solving the Income Protection Gap with Tasha Jo Hill (Ep. 33)
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Oct 06, 2023 |
The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)
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Sep 22, 2023 |
Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)
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Sep 13, 2023 |
Trust Companies vs. Individual Trustees: Which Is Right for Your Special Needs Trust? Discussion with Dan Ehrmentraut of Capital First Trust (Ep. 30)
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Sep 12, 2023 |
Retaining Key Employees with Non-Qualified Retirement Plans, Part 2 with Thomas Wyatt, JD, CFP® (Ep. 29)
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Aug 04, 2023 |
Retirement Planning Essentials, Part 1 with Thomas Wyatt, JD, CFP® (Ep. 28)
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Jul 14, 2023 |
Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 2 (Ep. 27)
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Jun 30, 2023 |
Unlocking Retirement Security: How Annuities Can Help Protect Assets and Guarantee¹ Lifetime Income, Part 1 (Ep. 26)
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Jun 16, 2023 |
Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)
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Jun 02, 2023 |
Financing Your Small Business with David Miller of Enterprise Bank (Ep. 24)
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May 19, 2023 |
Using Life Insurance as an Asset in Your Portfolio (Ep. 23)
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May 05, 2023 |
How Much Life Insurance Can You Own? (Ep. 22)
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Apr 21, 2023 |
The Benefits of Employee Stock Ownership Plans for Business Owners with Ken Alter (Ep. 21)
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Apr 07, 2023 |
Retirement Accounts, Are They Worth the Investment? (Ep. 20)
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Mar 24, 2023 |
Protecting Against Risks of Lawsuits, Accidents, and Property Loss with Mike Moore (Ep. 19)
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Mar 10, 2023 |
Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)
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Feb 24, 2023 |
All The Ins And Outs of Student Loans With Mackensie Ellis (Ep.17)
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Feb 10, 2023 |
How To Create A Buy-Sell Agreement (Ep.16)
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Jan 27, 2023 |
Knowing The Value of Your Business With Jason Early (Ep.15)
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Jan 13, 2023 |
Defined Outcome Investing By Using Structured Notes With Jason Barsema (Ep.14)
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Dec 30, 2022 |
Are You Successful, But Not Fulfilled? With Emily Melious (Ep.13)
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Dec 16, 2022 |
Debunking Social Security Myths With Elaine Floyd, CFP® (Ep.12)
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Dec 02, 2022 |
How to Protect, Grow and Exit Your Company (Ep.11)
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Nov 18, 2022 |
The Fundamentals Of Investing (Ep.10)
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Nov 04, 2022 |
Protecting Your Cash Flow (Ep.9)
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Oct 21, 2022 |
The Importance Of A Will, Trust, and Power of Attorney with Brooke McMorrow (Ep.8)
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Oct 07, 2022 |
Financial Advice For Parents of Children with Special Needs with Judy Herron, CPA (Ep.7)
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Sep 23, 2022 |
Supporting Children With Special Needs With Mike Magulick (Ep.6)
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Sep 09, 2022 |
The Landscape of Special Education With Dr. Jessica Hall-Wirth (Ep.5)
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Aug 26, 2022 |
Protecting Your Child’s Future (Ep.4)
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Aug 12, 2022 |
A Conversation About Retirement Income Planning (Ep.3)
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Jul 29, 2022 |
What to Expect When Having Your First Conversation About Retirement (Ep.2)
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Jul 15, 2022 |
Meet Your Host, Jim McGovern (Ep.1)
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Jul 15, 2022 |
Coming Soon!
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Mar 21, 2022 |