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| Episode | Date |
|---|---|
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Ep 39: Using a Holistic Approach to Retirement Planning by Taking Risk off the Table
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Jul 13, 2022 |
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Ep 38: Creating a Remarkable “Next Act” By Focusing on Core Values
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Jul 06, 2022 |
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Ep 37: The Social Security Disability Application Process, A Must Listen Episode from an SSDI Attorney
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Jun 29, 2022 |
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Ep 36: Shauna the Tax Goddess, How Tax Planning is Like a Chess Game
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Jun 22, 2022 |
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Ep 35: Fascinating Insights From this Economics-Trained Financial Software Developer.
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Jun 15, 2022 |
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Ep 34: President of this 3rd Generation Planning-First Firm Explains How “Behavior Drives Outcomes”
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Jun 08, 2022 |
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Ep 33: The Unique Value and Experience of Being A Young RSSA (It’s not just for older professionals!)
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Jun 01, 2022 |
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Ep 32: Award-winning Financial Journalist Shares His Unparalleled Retirement Planning Expertise
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May 25, 2022 |
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Ep 31: This RICP Specializes In WEP & GPO – How Pensions Affect Your Social Security Benefit
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May 18, 2022 |
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Ep 30: Retirement Income Expert Shares Financial Secrets To A Happy, Healthy Retirement
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May 11, 2022 |
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Ep29: Health And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings Accounts
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May 04, 2022 |
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Ep 28: Helping Government Employees Mitigate Retirement Problems And Pursue Goals
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Apr 27, 2022 |
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Ep 27: Seek Out This Type of Education-Oriented Retirement Planning
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Apr 20, 2022 |
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Ep 26: Nationally Recognized Expert Mark Miller Shares His Insights On Retirement And Aging Trends
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Apr 13, 2022 |
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Ep 25: Medicare Expert’s Unique Service To Maximize Savings & Benefits While Minimizing Complexity
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Apr 06, 2022 |
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Ep 24: This CFP’s Clients Gain The Psychological & Lifestyle Benefits Of Well-designed Retirement Plans
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Mar 30, 2022 |
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Ep 23: Social Security Legend Nancy Altman Shares Her 50 years + Of Experience With The Program.
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Mar 23, 2022 |
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Ep 22: What Makes A Good Financial Professional For You As A Consumer?
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Mar 16, 2022 |
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Ep 21: RSSA Financial Professional Shares Social Security Expertise Stories
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Mar 09, 2022 |
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Ep 20: Social Security, The “Launching Pad” to Comprehensive Retirement Planning
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Mar 02, 2022 |
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Ep 19: Trailblazing Women Lawyers Adding “Lustre” To Image Of Retired Career Women
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Feb 23, 2022 |
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Ep 18: Bill Arnone Shares His Extensive Historical Knowledge On Social Insurance
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Feb 16, 2022 |
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Ep 17: Understanding Behavioral Finance, The secret To This Advisor’s Success
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Feb 09, 2022 |
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Ep 16: A Medicare Insurance Advisor‘s Insights Into Avoiding Penalties And Pitfalls
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Feb 02, 2022 |
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Ep 15: A CFP’s Deep Dive Into Women-Specific Holistic Retirement Income Planning
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Jan 26, 2022 |
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Ep14: Extensive Social Security Knowledge And Advice
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Jan 19, 2022 |
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Ep 13: Securing The Future Of Your Heirs With Estate Planning
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Jan 12, 2022 |
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Ep 12: The Danger Of Social Security “Short-Term” Thinking
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Jan 05, 2022 |
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Ep 11: Retirement Advice from a Successful Banker Turned Personal Finance Columnist
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Dec 22, 2021 |
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Ep 10: Holistic Retirement Planning Approach For Clients And Financial Planners
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Dec 15, 2021 |
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Ep 09: Insurance Expert Pamela Fugitt-Hetrick Unravels The Mysteries Of Medicare
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Dec 08, 2021 |
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Ep 08: An Expert’s Easy-To-Understand Conclusions Of Complex Investment Concepts
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Dec 01, 2021 |
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Ep 07: Thoughts From A Major Online Social Security Influencer
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Nov 17, 2021 |
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Ep 06: Holistic Retirement Planning: What Critical Questions Are Clients Not Asking?
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Nov 10, 2021 |
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Ep. 05: The Macro And Micro Economics Of Social Security
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Nov 03, 2021 |
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Ep 04: Mary Beth Franklin Shares Social Security Secrets
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Oct 27, 2021 |
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Ep 03: A Hidden Retirement Asset, Reverse Mortgages Explained
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Oct 20, 2021 |
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Ep. 02: “Still Syndrome” & “Unretirement”: Debunking The Negativity Of Aging
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Oct 13, 2021 |
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Ep. 01 A CFP’s Current Thoughts On Retirement And Social Security, With Skip Schweiss
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Oct 06, 2021 |
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Trailer: Welcome to Social Security: Answers From The Experts
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Sep 23, 2021 |