Ep 169: 2023 Retirement Preparedness Checklist (#1-5)
Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.
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Ep 134: Countdown to Retirement
As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.
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Ep 132: Reasons You SHOULD Get Life Insurance
The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio. Life insurance can serve many different purposes for financial needs and we’ll share a few you might not have thought of on this episode.
Read MoreEp 121: Planning for the Things We Can’t Predict
You can’t predict a lot of things: how long you’ll live, the next market crash, healthcare costs, tax rates. But you still have to plan for these things. On today’s episode, we’ll explore how you should handle planning for the things you can’t predict.
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Ep 47: Classic Pre-Retiree Mistakes to Avoid
As you get closer to retirement, you might be prone to make these mistakes. We’ll talk through the key areas to be aware of so you can make better decisions as you near retirement.
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Ep 19: Are You Making These Critical Estate Planning Errors?
Not everyone wants to leave behind a financial legacy, but for those that do, it’s important to eliminate some of the common estate planning mistakes. Today we’ll identify five of those and explain what you need to do to keep your plan on track.
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Ep 15: Retirement Constants That Will Affect Everyone
Retirement planning is all about finding the right mix of investments that fit your needs and your situation. There’s no such thing as a ‘one-size-fits-all’ approach, but there are factors that will impact every single on of us in retirement. Understanding these constants and planning for them will put your portfolio in a great position.
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Ep #14: How to Live a Retirement Without Regret
You work hard and deserve the chance to enjoy your retirement to the fullest. No one wants to reach that next chapter with regrets on how you invested and planned along the way. Make the right decisions now and you won’t have that worry in retirement, and we’ll give you advice to rid your portfolio of regrets.
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Ep #12: Preparing for Retirement During Your Final Decade of Work
Being as prepared as possible before you reach retirement will ensure you’re able to enjoy the next chapter of your life to the fullest. To do that, you need to get your numbers in order, understand what you want out of retirement, and make sure you have healthcare covered. Let’s go through each of these items you need to take care of during your final years of work.
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