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  • Beneficiaries: Are You Leaving a Blessing or a Burden?

    Beneficiaries: Are You Leaving a Blessing or a Burden?
    2025/07/19
    Who you designate as a beneficiary for your assets can have significant consequences, turning a thoughtful inheritance into an unexpected problem. This episode will guide you through crucial considerations to ensure your legacy is a blessing, not a burden, for your loved ones. We'll explore common pitfalls and provide actionable steps to help you make informed decisions about your beneficiaries.
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  • What's In The Big Beautiful Bill?

    What's In The Big Beautiful Bill?
    2025/07/12
    In this episode, we break down the complexities of the recently passed legislative bill. Join us as we uncover the key provisions, significant financial allocations, and potential impacts on your wallet and the economy. We'll help you understand what this "big beautiful bill" truly means for you and the nation.
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  • The Independence Plan

    The Independence Plan
    2025/07/05
    Join us as we demystify investing, budgeting, and wealth creation, offering actionable strategies for every stage of your financial journey. Tune in to gain the knowledge and confidence you need to take control of your money and achieve true financial independence.
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  • Are You Ready to Live to 100?

    Are You Ready to Live to 100?
    2025/06/28
    This week, we dive into the fascinating world of longevity and its surprising impact on your financial plans. Join us as we explore how a potentially longer lifespan changes the game for retirement savings, healthcare costs, and even intergenerational wealth transfer. Discover actionable strategies to ensure your money lasts as long as you do, no matter how many candles are on your centennial cake.
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  • What's Actually In The Big Beautiful Bill?

    What's Actually In The Big Beautiful Bill?
    2025/06/14
    This week, we dive deep into the recently passed omnibus spending bill, dissecting the key provisions that will impact your wallet and the broader economy. We'll break down the allocations for infrastructure, social programs, and tax implications, revealing what truly made it into the "big beautiful bill" and what was left on the cutting room floor. Join us as we uncover the hidden details and discuss the real-world consequences of this monumental piece of legislation.
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  • Top Retirement Concerns for 2025

    Top Retirement Concerns for 2025
    2025/05/10
    In this episode we focus in on the top retirement and retirement planning concerns that people have. We talk about strategies to deal with these concerns and the importance of planning.
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  • Knives Out - Legacy Planning

    Knives Out - Legacy Planning
    2025/05/03
    If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you will need to know.
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  • Let'

    Let'
    2025/04/19
    In this episode we discuss the importance of tax planning for the future.
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