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Episode | Date |
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Retire with Purpose: Goal Setting & Life Coaching with Liz Mohler M.S. PCC (Ep. 20)
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Mar 12, 2024 |
2023 Market Wrap-Up and 2024 Projections (Ep. 19)
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Feb 20, 2024 |
How To Maximize Your Retirement Savings Using The Mega-Backdoor Roth Strategy (Ep. 18)
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Jan 23, 2024 |
Use Roth Conversions to Reduce your Lifetime Taxes: Turning Financial Lemons into Lemonade (Ep. 17)
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Dec 12, 2023 |
The Downtown Real Estate Armageddon (and What it Means for You) (Ep. 16)
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Nov 14, 2023 |
Don’t Be Fooled By This Dirty Little Secret (Ep. 15)
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Oct 17, 2023 |
Real Estate Part 2: The Future May Be Different (Ep. 14)
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Sep 12, 2023 |
Real Estate Part 1: What Is the Future for Home Prices? (Ep. 13)
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Aug 15, 2023 |
Is Long Term Care Insurance Right For You? 10 Questions To Ask with Jennifer Burnham-Grubbs (Ep. 12)
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Jul 11, 2023 |
How To Choose A Great CPA (Ep. 11)
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Jun 13, 2023 |
Top 5 Strategies for Business Owners and Freelancers to Build Wealth (Ep. 10)
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May 09, 2023 |
The Top 10 Sexiest Benefits Of The Secure Act 2.0 (Ep. 9)
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Apr 11, 2023 |
The 10 Biggest Estate Planning Mistakes (Ep. 8)
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Mar 14, 2023 |
10 Important Questions To Ask Your Financial Advisor (Ep. 7)
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Feb 14, 2023 |
The Top 8 Tax Oversights That CPAs And Their Clients Make (Ep. 6)
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Jan 17, 2023 |
Top 10 Year-End Tax Tips (Ep. 5)
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Dec 07, 2022 |
Our 90-10 Investment Process™: Part 2 (Ep. 4)
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Nov 15, 2022 |
Our 90-10 Investment Process™: Part 1 (Ep. 3)
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Oct 25, 2022 |
Making Work Optional with WellAcre Wealth Management, LLC (Ep. 2)
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Oct 25, 2022 |
Meet Your Red Carpet Retirement Host Adam Scott, CFP® (Ep. 1)
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Oct 25, 2022 |
Coming Soon
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Sep 06, 2022 |