Category: Podcast

Podcast

January 31, 2022

4 Tips to Help You Prepare for Tax Season, Ep #156

PodcastTake Charge of your Finances

January 17, 2022

How Your Money Memories Can Impact Your Retirement Decisions, Ep #155

Podcast

December 20, 2021

Our Top 10 Economic Stories of 2021

Market OutlookPodcast

December 6, 2021

Should You Worry About Inflation? Ep #152

PodcastTake Charge of your Finances

November 22, 2021

Year-End Tax Strategies to Consider Now, Ep #151

Podcast

November 9, 2021

5 Investing Superpowers You Can Harness Today, Ep #150

Podcast

November 1, 2021

Is Now a Good Time to Invest? Ep #149

Podcast

October 18, 2021

Developing a Retirement Withdrawal Strategy, Ep #148

Podcast

September 20, 2021

Financial Milestones that Create Opportunities, Ep #146

Podcast

August 23, 2021

Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep 144

Podcast

August 9, 2021

3 Key Areas to Analyze for your Stock Options, Ep #143

Podcast

July 26, 2021

The Summer Sprint – Financial Tasks to Complete Before Fall, Ep #142

Podcast

July 12, 2021

To Buy or Not to Buy in a Hot Housing Market, Ep #141

PodcastTake Charge of your Finances

June 28, 2021

Choosing the Right Investment Vehicles to Save for Retirement, Ep #140

Podcast

June 14, 2021

Investing for Inflation, Ep #139

Podcast

May 31, 2021

Demystifying What the Biden Tax Plan Could Mean For You, Ep #138

Podcast

May 17, 2021

The Rush to Retire Blueprint, Ep #137

Podcast

May 3, 2021

3 Not-So-Obvious Retirement Roadblocks, Ep #136

Market OutlookPodcast

April 19, 2021

Our 3 Step Investing Process, Ep #135

PodcastTake Charge of your Finances

April 5, 2021

What to Expect from a Financial Advisor – The 5 C’s, Ep #134

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