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Protect Your Assets

October
13

The Truth About Bonds

Traditional financial advice says that as you get closer to retirement you should move your money into bonds because of their safety and income. But
October
6

How To Create A Mostly Tax Free Retirement: Part 2

One of your biggest expenses in retirement…is…TAXES. That’s right, taxes can take a huge bite out of your lifestyle in retirement. So, on today’s show
September
29

How to Create a (Mostly) Tax-Free Retirement

One of your biggest expenses in retirement…is…TAXES. That’s right, taxes can take a huge bite out of your lifestyle in retirement. So, on today’s show
September
22

Live from Sonoma Raceway!

It’s Indy Cars in town: Learn how to take a valuable pit stop as you prepare for Retirement! [Click Here to Listen]
September
15

5 Questions Every Wealthy Person Should Ask

Over the years we’ve discovered that there’s a handful of questions that wealthy people, and those striving to be wealthy, ask. If you want better
September
8

Could Your Stash Be Hurting You?

It’s always a good idea to have an emergency fund, but how much cash should you be hoarding in your bank accounts? How much “dry
September
1

When Will The Bull Market End?

With this being the Longest Bull Market in history does BitCoin and others offer growing opportunities? [Click Here to Listen]
August
25

How to Pass Your Wealth to Your Family and Charity

Have you ever seen a hearse followed by an armored truck? Of course not! No truly comprehensive financial plan is complete without an exit strategy…So
August
16

5 Habits of Successful Retirees

Are you thinking about retirement? Maybe you’re hoping to retire soon? Wouldn’t you love to have a happy retirement versus one filled with worry? Yea,
August
4

Missing Money

Find out if you have missing money in your 401-K. [Click Here to Listen]
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