There is a lot of uncertainty around what will happen to the markets after the election. What is your plan to handle the upcoming volatility?
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It Only Takes One!
The market is getting crazy! Do big down days worry you? I hope not!
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Melting The Ice Cube
You never know when all of your hard work is finally going to pay off. Don’t let off the gas pedal with any of your goals as we are closing out the year!
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Know Your Money
A little bit of a horror story about not knowing where your money is set up… Make sure you understand how your money is invested!
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Financial Planning – Reaching Success
Everybody has their own version of what success looks like for them. There is no right or wrong answer but without having a clear idea of what success means for you, you will always have trouble reaching those goals!
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Investing – Understanding Returns
We all want to get big returns. How can we protect them and why is that so important?
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Wealth Management – Building Financial Habits
In this episode you will learn all about how to identify, target, and reconstruct bad habits for both finances and your personal life!
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Financial Planning – Time Value of Money
Tune in to learn about the importance of letting your money work for you!
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21 Switch
We used the 4 cornerstone investing approach in the casino… and it worked!
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Reaching Financial Freedom – Step VI
The final step of our process towards reaching financial freedom is all about retirement planning. However, from a much different perspective than you are expecting…
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Reaching Financial Freedom – Part V
Part 5 of our series is all about estate planning! Tune in to learn about how to get, and why you need a solid estate plan
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Reaching Financial Freedom – Part IV
On to part 4 of the series. Tune in to find out why insurance protection is such a key aspect of your financial game plan.
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Reaching Financial Freedom – Part III
Taxes…. Taxes…. Taxes! Learn how to make smart decisions regarding taxes of your investments.
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Reaching Financial Freedom – Part II
Investment management time! You are going to want to hear the black goat story also… Check it out!
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How To Reach Financial Freedom – Step I
Throughout this mini series, I will take you through the process in which I work with my clients to help them reach personal financial freedom.
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