Ep #91: The REAL Power of Patience
Waiting Wisdom from Charlie Munger “Big money is not in buying and selling, but in...
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Ep #90: Defying Predictions: The Surprising Strength of the Stock Market in 2023 and How to Proceed in 2024
It’s hard to believe that it’s already 2024. Time has flown, and at the time of...
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Ep #89: Sailing Smoothly Through Market Fluctuations
Sailing Smoothly Through Market Fluctuations A client nearing retirement recently asked me how he...
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Ep #88: Exploring Passive Income Strategies
Exploring Passive Income Strategies A lot of my podcast topics come from conversations I have with...
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Ep #87: Decoding Roth Conversions: A Deep Dive Into Strategies, Myths, and Tax Implications
Decoding Roth Conversions: A Deep Dive Into Strategies, Myths, and Tax Implications A Roth...
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Ep #86: Shaping Your Financial Future through Investing in Real Estate
Shaping Your Financial Future through Investing in Real Estate Buying rental property or other...
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Ep #85: Building Bridges to Your Future: Psychology Meets Personal Finance
Building Bridges to Your Future: Psychology Meets Personal Finance I recently attended a work...
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Ep #84: Bond Voyage Sailing Into Retirement Stability
Demystifying bonds and how to create a plan for retirement income.
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Ep #83: Retirement Checkpoints: How Much Do I Need to Save for Retirement?
Retirement Checkpoints: How Much Do I Need to Save for Retirement? The most frequent question I...
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Ep #82: What Happens Next? Second Half of the Year
What The Wealth Ep #82: What Happens Next? Second Half of the Year It’s hard to believe we...
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Ep #81: Transferring Assets to Beneficiaries
What The Wealth Ep #81: Transferring Assets to Beneficiaries Sometimes parents want to hand down...
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Ep #80: Taxes
What the Wealth Podcast #80: Taxes Taxes are one of the most significant risks to your retirement,...
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