Retire South Shore Radio
Listen to Retire South Shore Radio each week as Mark Rowlette and Jordan Rich talk about case studies where South Shore Retirement Service’s holistic approach to retirement and insurance strategies were the right solution to the problems facing retirees of today and tomorrow. They know there's a lot to consider when preparing for retirement - and that's why they take a holistic approach. they look at the whole picture and design customized insurance strategies to help meet their clients’ unique financial and lifestyle needs. - Retire well, retire south shore, because nobody should worry about money in retirement. LEARN MORE at http://podcast.retiresouthshore.com/Podcasts
Episode 138: Questions Advisers Should Ask
Published: Oct. 26, 2023, 2:41 p.m.Duration: 21 minutes 58 seconds
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Episode 137: Dealing with the Death of a Loved One
Published: Oct. 10, 2023, 6:54 p.m.Duration: 22 minutes 17 seconds
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Radio 136 Losing Your Job Near Retirement
Published: July 11, 2023, 1:38 a.m.Duration: 26 minutes 34 seconds
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Radio 135 -AM I OK?
Published: Sept. 28, 2022, 1:07 p.m.Duration: 32 minutes 7 seconds
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Radio 134 -Roth IRAs
Published: Sept. 19, 2022, 1:11 p.m.Duration: 30 minutes 19 seconds
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Radio 133 -Recession Protection
Published: Sept. 5, 2022, 2:08 p.m.Duration: 29 minutes 21 seconds
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Radio 132 -Key Questions
Published: Aug. 23, 2022, 7:39 p.m.Duration: 29 minutes 51 seconds
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Radio 131 -Avoiding Traps
Published: Aug. 14, 2022, 11:05 p.m.Duration: 29 minutes 47 seconds
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Radio 130 -Spending More
Published: Aug. 7, 2022, 8:56 p.m.Duration: 29 minutes 41 seconds
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Radio 129 -Misconceptions
Published: July 31, 2022, 2:42 p.m.Duration: 30 minutes 41 seconds
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Radio 128 -Changing Advisors
Published: July 24, 2022, 7:51 p.m.Duration: 26 minutes 58 seconds Continue reading Radio 128 -Changing Advisors ' -->
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Radio 127 -DeRisk Options
Published: July 17, 2022, 4:40 p.m.Duration: 29 minutes 15 seconds
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Radio 126 -Regrets in Retirement
Published: July 10, 2022, 5:58 p.m.Duration: 30 minutes 7 seconds
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Radio 125 -Ready for Retirement
Published: July 3, 2022, 1:14 p.m.Duration: 29 minutes 52 seconds Continue reading Radio 125 -Ready for Retirement ' -->
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Radio 124 -401 K Questions
Published: June 26, 2022, 1:58 p.m.Duration: 29 minutes 45 seconds Continue reading Radio 124 -401 K Questions ' -->
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Radio 123 -The Income Stream
Published: June 19, 2022, 10:57 p.m.Duration: 29 minutes 11 seconds Continue reading Radio 123 -The Income Stream ' -->
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Radio 122 -Market Jitters
Published: June 12, 2022, 8:10 p.m.Duration: 29 minutes Continue reading Radio 122 -Market Jitters ' -->
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Radio 121 -The Retirement Evolution
Published: June 5, 2022, 3:09 p.m.Duration: 30 minutes 29 seconds Continue reading Radio 121 -The Retirement Evolution ' -->
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Radio 120 -MAXIMIZING TAX BENEFITS
Published: May 29, 2022, 3:39 p.m.Duration: 36 minutes 1 second Continue reading Radio 120 -\\u201cMAXIMIZING TAX BENEFITS\\u201d\\u2028 ' -->
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Radio 119 -Secure Act 2.0
Published: May 22, 2022, 7:13 p.m.Duration: 30 minutes 45 seconds
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Radio 118 -Planning for Your Future
Published: May 15, 2022, 4:35 p.m.Duration: 27 minutes 37 seconds
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Radio 117 The 5 Sins of Retirement Planning
Published: May 6, 2022, 4:49 p.m.Duration: 29 minutes 7 seconds Continue reading Radio 117 \\u2013 The 5 Sins of Retirement Planning ' -->
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Radio 116 6 Actions To Reduce Worry In Retirement
Published: May 2, 2022, 6:26 p.m.Duration: 28 minutes 6 seconds Continue reading Radio 116 \\u2013 6 Actions To Reduce Worry In Retirement ' -->
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Radio 115 -Hello from Ireland
Published: April 29, 2022, 2:20 p.m.Duration: 29 minutes 5 seconds Continue reading Radio 115 -Hello from Ireland ' -->
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Radio 114 -How To Scam Proof Your Retirement
Published: April 17, 2022, 1:19 p.m.Duration: 30 minutes 41 seconds Continue reading Radio 114 -How To Scam Proof Your Retirement ' -->
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Radio 113 5 Life Events That Tell You It Could Be Time To Review Your Retirement Plan
Published: April 12, 2022, 4:38 p.m.Duration: 29 minutes 48 seconds Continue reading Radio 113 \\u2013 5 Life Events That Tell You It Could Be Time To Review Your Retirement Plan ' -->
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Radio 112 -Harmony
Published: April 4, 2022, 9:54 p.m.Duration: 29 minutes 56 seconds
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Radio 111 -Important Reminders
Published: March 27, 2022, 1:51 p.m.Duration: 28 minutes 54 seconds Continue reading Radio 111 -Important Reminders ' -->
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Radio 110 -Safety and Security
Published: March 20, 2022, 12:46 p.m.Duration: 29 minutes 11 seconds Continue reading Radio 110 -Safety and Security ' -->
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Radio 109 -Pulling it Together
Published: March 13, 2022, 1:32 p.m.Duration: 27 minutes 45 seconds Continue reading Radio 109 -Pulling it Together ' -->
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Radio 108 -Required Minimum Distributions
Published: March 6, 2022, 4:55 p.m.Duration: 28 minutes 3 seconds Continue reading Radio 108 -Required Minimum Distributions ' -->
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Radio 107 -Investments or You?
Published: Feb. 28, 2022, 1:09 a.m.Duration: 29 minutes Continue reading Radio 107 -Investments or You?\\u2028 ' -->
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Radio 106 -How You Know It
Published: Feb. 20, 2022, 1:57 p.m.Duration: 29 minutes 3 seconds Continue reading Radio 106\\xa0 -How You Know It ' -->
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Radio 105 -Retirement Stages
Published: Feb. 13, 2022, 3:05 p.m.Duration: 30 minutes 1 second Continue reading Radio 105 -Retirement Stages ' -->
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Radio -104 TRUSTS
Published: Feb. 6, 2022, 7:14 p.m.Duration: 30 minutes 5 seconds Continue reading Radio -104\\xa0 TRUSTS ' -->
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Radio 103 -Planning for Inflation
Published: Jan. 30, 2022, 9:39 p.m.Duration: 30 minutes 3 seconds
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Radio 102 -10 for 10
Published: Jan. 23, 2022, 7:32 p.m.Duration: 30 minutes 2 seconds
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Radio 101 -The 4 Percent Rule
Published: Jan. 17, 2022, 2:08 p.m.Duration: 30 minutes 1 second Continue reading Radio 101 -The 4 Percent Rule ' -->
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Radio 100 -Now is the Time
Published: Jan. 9, 2022, 3 p.m.Duration: 30 minutes 2 seconds Continue reading Radio 100\\xa0-Now is the Time ' -->
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Radio 99 -Welcome 2022
Published: Jan. 2, 2022, 3:58 p.m.Duration: 30 minutes Continue reading Radio 99\\xa0-Welcome 2022 ' -->
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Radio 98 -Pension Questions
Published: Dec. 27, 2021, 2:36 p.m.Duration: 30 minutes Continue reading Radio 98\\xa0-Pension Questions ' -->
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Radio 97 -The Challenges with Inheritance
Published: Dec. 19, 2021, 8:08 p.m.Duration: 29 minutes 58 seconds Continue reading Radio 97 -The Challenges with Inheritance ' -->
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Radio 96 -Dos and Donts
Published: Dec. 12, 2021, 3:43 p.m.Duration: 28 minutes 5 seconds Continue reading Radio 96 -Do\\u2019s and Dont\\u2019s ' -->
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Radio 95 -Beware of Holiday Scams
Published: Dec. 6, 2021, 2:49 p.m.Duration: 28 minutes 39 seconds Continue reading Radio 95 -Beware of Holiday Scams ' -->
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Radio 94 -Year-End Financial Missteps to Avoid
Published: Nov. 29, 2021, 11:31 p.m.Duration: 28 minutes 28 seconds Continue reading Radio 94 -Year-End Financial Missteps to Avoid ' -->
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Radio 93 -The Big Picture
Published: Nov. 22, 2021, 1:06 p.m.Duration: 30 minutes 28 seconds Continue reading Radio 93 -The Big Picture ' -->
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Radio 92 -Calendar Items
Published: Nov. 14, 2021, 3:17 p.m.Duration: 30 minutes 2 seconds Continue reading Radio\\xa092\\xa0-Calendar \\xa0Items ' -->
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Radio 91 -Your Retirement is Unique
Published: Nov. 8, 2021, 12:44 a.m.Duration: 30 minutes Continue reading Radio 91\\xa0 -Your Retirement is Unique ' -->
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Radio 90 -Keeping Pace with Inflation
Published: Oct. 31, 2021, 2:38 p.m.Duration: 29 minutes 59 seconds
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Radio 89 -Navigate Smoothly
Published: Oct. 24, 2021, 2:39 p.m.Duration: 29 minutes 59 seconds
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Radio 88 -Retirement Strategy the Yoga Way
Published: Oct. 18, 2021, 2:34 p.m.Duration: 28 minutes 7 seconds
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Episode 86 -Creating A Clear Picture
Published: Oct. 4, 2021, 12:47 p.m.Duration: 29 minutes 59 seconds Continue reading Episode 86 -Creating A Clear Picture ' -->
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Radio 85 Tips for Generational Planning
Published: Sept. 27, 2021, 12:22 p.m.Duration: 30 minutes 7 seconds Continue reading Radio 85 \\u2013 Tips for Generational Planning ' -->
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Radio 84 -Myths About Money
Published: Sept. 20, 2021, 12:15 a.m.Duration: 29 minutes 58 seconds Continue reading Radio 84 -Myths About Money ' -->
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Radio 83 -Three Bs
Published: Sept. 13, 2021, 12:55 p.m.Duration: 30 minutes 50 seconds
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Radio 82 Retirement 5x5x5
Published: Sept. 5, 2021, 4:13 p.m.Duration: 29 minutes 57 seconds Continue reading Radio 82 \\u2013 Retirement 5x5x5 ' -->
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Radio 81 Found Money
Published: Aug. 30, 2021, 3:08 p.m.Duration: 30 minutes 2 seconds Continue reading Radio 81 \\u2013 Found Money ' -->
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Radio 80 -Estate Planning
Published: Aug. 23, 2021, 12:59 a.m.Duration: 30 minutes 7 seconds
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Radio 79 -Making a Plan
Published: Aug. 16, 2021, 1 a.m.Duration: 30 minutes 2 seconds Continue reading Radio 79 -Making a Plan ' -->
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Radio 78 Questions for Financial Advisors
Published: Aug. 9, 2021, 1 a.m.Duration: 30 minutes 4 seconds
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Radio 77 Common Mistakes
Published: Aug. 1, 2021, 3:27 p.m.Duration: 30 minutes 3 seconds
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Radio 76 Medicare, Part of the Team
Published: July 26, 2021, 12:46 a.m.Duration: 30 minutes 3 seconds Continue reading Radio 76 \\u2013 Medicare, Part of the Team ' -->
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Radio 75 Tax Solutions, Part of the Team
Published: July 19, 2021, 6:53 p.m.Duration: 30 minutes 6 seconds Continue reading Radio 75 \\u2013 Tax Solutions, Part of the Team ' -->
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Radio 74 -A Payment Plan
Published: July 11, 2021, 5:47 p.m.Duration: 30 minutes 4 seconds Continue reading Radio 74\\xa0 -A Payment Plan ' -->
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Radio 73 -All Hands Ready
Published: July 5, 2021, 1:27 p.m.Duration: 30 minutes 6 seconds Continue reading Radio 73 -All Hands Ready ' -->
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Radio 72 Tips for a Healthy Retirement
Published: June 27, 2021, 8:22 p.m.Duration: 30 minutes 6 seconds Continue reading Radio 72 \\u2013 Tips for a Healthy Retirement ' -->
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Radio -71 The Cash You Need
Published: June 21, 2021, 2:17 p.m.Duration: 30 minutes 2 seconds
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Radio 70 -Incentives Coming
Published: June 14, 2021, 1 a.m.Duration: 30 minutes 2 seconds Continue reading Radio 70 -Incentives Coming ' -->
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Radio 69 -The State of Other States
Published: June 7, 2021, 1:32 a.m.Duration: 30 minutes 2 seconds Continue reading Radio 69 -The State of Other States ' -->
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Radio 68 -Working in Retirement
Published: May 31, 2021, 6 a.m.Duration: 28 minutes 7 seconds Continue reading Radio 68 -Working in Retirement ' -->
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Radio 67 -Tax Planning Matters
Published: May 24, 2021, 12:47 p.m.Duration: 30 minutes 1 second Continue reading Radio 67 -Tax Planning Matters ' -->
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Radio 66 -The What Ifs of Retirement
Published: May 17, 2021, 12:57 a.m.Duration: 30 minutes 2 seconds Continue reading Radio 66 -The \\u201cWhat If\\u2019s\\u201d of Retirement ' -->
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Radio 65 -Thrift Savings Plans
Published: May 10, 2021, 1:24 a.m.Duration: 29 minutes 59 seconds
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Radio 64 -Reviews Make Sense
Published: May 2, 2021, 9:27 p.m.Duration: 30 minutes Continue reading Radio 64 -Reviews Make Sense ' -->
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Radio 63 -The Retirement Stress Test
Published: April 25, 2021, 11:51 p.m.Duration: 30 minutes 1 second Continue reading Radio 63 -The Retirement Stress Test ' -->
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Radio 62 -All Hands Analysis
Published: April 18, 2021, 9:49 p.m.Duration: 30 minutes 2 seconds Continue reading Radio 62 -All Hands Analysis ' -->
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Radio 61 More than Just Money
Published: April 12, 2021, 1:39 p.m.Duration: 30 minutes 5 seconds Continue reading Radio 61\\xa0\\u2013 More than Just Money ' -->
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Radio -60 Goals in Retirement
Published: April 4, 2021, 8:09 p.m.Duration: 30 minutes 5 seconds Continue reading Radio -60 Goals in Retirement ' -->
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Radio -59 Things to Remember
Published: March 28, 2021, 1:40 p.m.Duration: 30 minutes 1 second Continue reading Radio -59\\xa0 Things to Remember ' -->
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Radio -58 The Pro-Active Approach
Published: March 22, 2021, 12:20 p.m.Duration: 29 minutes 59 seconds Continue reading Radio -58\\xa0 The Pro-Active Approach ' -->
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Radio 57 -Five Key Questions
Published: March 14, 2021, 6:07 p.m.Duration: 28 minutes 6 seconds Continue reading Radio 57 -Five Key Questions ' -->
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Radio 56 -Sidestepping Mistakes
Published: March 8, 2021, 1:19 a.m.Duration: 30 minutes 2 seconds
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Radio 55 -Dont Be Fooled
Published: Feb. 28, 2021, 5:12 p.m.Duration: 30 minutes 11 seconds Continue reading Radio 55 -Don\\u2019t Be Fooled ' -->
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Radio 54 -Important Dates
Published: Feb. 21, 2021, 6:35 p.m.Duration: 30 minutes 32 seconds Continue reading Radio 54 -Important Dates ' -->
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Radio 53 -Guess What? Its Tax Time Again
Published: Feb. 15, 2021, 1:55 p.m.Duration: 30 minutes 2 seconds Continue reading Radio 53 -Guess What?\\xa0 It\\u2019s Tax Time Again ' -->
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Radio 52 -The Right Questions to Ask
Published: Feb. 7, 2021, 5:51 p.m.Duration: 30 minutes 2 seconds Continue reading Radio 52 -The Right Questions to Ask ' -->
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Radio 51 -Facing the Future
Published: Jan. 31, 2021, 6:52 p.m.Duration: 29 minutes 57 seconds Continue reading Radio 51 -Facing the Future ' -->
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Radio 50 -Women in Retirement
Published: Jan. 24, 2021, 12:17 p.m.Duration: 30 minutes 3 seconds Continue reading Radio 50 -Women in Retirement ' -->
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Radio 49 -Retirement: A New Way of Thinking
Published: Jan. 17, 2021, 10:28 p.m.Duration: 30 minutes 2 seconds Continue reading Radio 49 -Retirement: A New Way of Thinking ' -->
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Radio 48 -Investing for the Future
Published: Jan. 11, 2021, 12:53 a.m.Duration: 30 minutes 7 seconds Continue reading Radio 48 -Investing for the Future ' -->
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Radio 47 -Planning in the New Year
Published: Jan. 3, 2021, 3:18 p.m.Duration: 30 minutes 54 seconds Continue reading Radio 47 -Planning in the New Year ' -->
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Radio 46 -Other Retirement Assets Beyond Money
Published: Dec. 27, 2020, 7:40 p.m.Duration: 30 minutes 7 seconds Continue reading Radio 46 -Other Retirement Assets Beyond Money ' -->
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Radio 45 -The New Year Ahead
Published: Dec. 20, 2020, 11:01 p.m.Duration: 30 minutes 1 second Continue reading Radio 45 -The New Year Ahead ' -->
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Radio 44 -Four Questions
Published: Dec. 13, 2020, 10:08 p.m.Duration: 30 minutes 5 seconds Continue reading Radio 44 -Four Questions ' -->
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Radio 43 -Are Roths Right For You?
Published: Dec. 6, 2020, 11:45 p.m.Duration: 29 minutes 59 seconds Continue reading Radio 43 -Are Roths Right For You? ' -->
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Radio 42 -Family Time
Published: Nov. 29, 2020, 10:11 p.m.Duration: 30 minutes 4 seconds
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Radio 41 -Dress Rehearsal
Published: Nov. 22, 2020, 2:49 p.m.Duration: 30 minutes 6 seconds Continue reading Radio 41 -Dress Rehearsal ' -->
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Radio 40 -Time Planning
Published: Nov. 17, 2020, 5:38 p.m.Duration: 30 minutes 5 seconds Continue reading Radio 40 -Time Planning ' -->
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Radio 39 -Stay Calm & Plan On
Published: Nov. 9, 2020, 5:40 p.m.Duration: 29 minutes 58 seconds Continue reading Radio 39 -Stay Calm & Plan On ' -->
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Radio 38 -Financial Physical 4
Published: Oct. 25, 2020, 7:47 p.m.Duration: 29 minutes 57 seconds
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Radio 37 -Financial Physical 3
Published: Oct. 18, 2020, 7:15 p.m.Duration: 29 minutes 58 seconds
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Radio 36 -Stuart Millard
Published: Oct. 11, 2020, 11:29 p.m.Duration: 30 minutes 1 second
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Radio 35 -Retirement Test Ride
Published: Oct. 4, 2020, 1:49 p.m.Duration: 29 minutes 58 seconds
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Radio 34 -Financial Physical 2
Published: Sept. 27, 2020, 10:34 p.m.Duration: 30 minutes 3 seconds
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Radio 33 -Financial Physical
Published: Sept. 20, 2020, 2:13 p.m.Duration: 29 minutes 57 seconds
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Radio 32 -Second Opinion
Published: Sept. 14, 2020, 2:38 p.m.Duration: 30 minutes 2 seconds
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Radio 31 -Trust
Published: Sept. 6, 2020, 7:40 p.m.Duration: 30 minutes 8 seconds
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Radio 30 -Staying Balanced
Published: Aug. 24, 2020, 2:29 a.m.Duration: 30 minutes 2 seconds
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Radio 29 -Steady the Ship
Published: Aug. 16, 2020, 9:27 p.m.Duration: 30 minutes 7 seconds
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Radio 28 -A Steady Stream
Published: Aug. 9, 2020, 7:17 p.m.Duration: 30 minutes
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Radio 27 -A Check Under the Hood
Published: Aug. 2, 2020, 9:33 p.m.Duration: 30 minutes 3 seconds
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Radio 26 -Present & Future Income
Published: July 26, 2020, 10:46 p.m.Duration: 30 minutes 5 seconds
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Radio 25 -When to Retire
Published: July 12, 2020, 8:03 p.m.Duration: 30 minutes 6 seconds
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Radio 24 -Independence Day
Published: July 5, 2020, 7:42 p.m.Duration: 30 minutes 2 seconds
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Radio 23 -The Summer Plan
Published: June 28, 2020, 7:42 p.m.Duration: 30 minutes 2 seconds
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Radio 22 -Budget & Timeline
Published: June 22, 2020, 12:39 p.m.Duration: 30 minutes 4 seconds
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Radio 21 -Stress Test
Published: June 14, 2020, 9:59 p.m.Duration: 30 minutes 3 seconds
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Radio 20 -Early Retirement
Published: June 4, 2020, 9:25 p.m.Duration: 29 minutes 59 seconds
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Radio 19 -Tax Concerns in Retirement
Published: May 31, 2020, 6:54 p.m.Duration: 30 minutes 2 seconds
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Radio 018 -Impact of Covid-19 on Jobs and Defined Benefit Plans
Published: May 24, 2020, 3 p.m.Duration: 30 minutes 1 second
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Radio 017 -Lessons from the 08 Recession & What About Your 401K?
Published: May 17, 2020, 7:26 p.m.Duration: 30 minutes
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Radio 016 -How Does the CARES Act Affect Retirement?
Published: May 10, 2020, 6:58 p.m.Duration: 30 minutes 2 seconds
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Radio 015 -Unemployment Concerns and Does Roth IRA Make Sense?
Published: May 3, 2020, 7:56 p.m.Duration: 30 minutes 4 seconds
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Radio 014 -Be Wise, Think and Plan before Reacting
Published: April 26, 2020, 11:26 p.m.Duration: 30 minutes
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Radio 013 -Making Sure Your Retirement is Protected
Published: April 17, 2020, 1:08 a.m.Duration: 30 minutes 3 seconds
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Radio 012 -Stimulus Bill Offers Retirees Help
Published: April 6, 2020, 12:10 a.m.Duration: 30 minutes 4 seconds
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Radio 011 -Facing Quarantine and Uncertainty
Published: April 6, 2020, 12:08 a.m.Duration: 30 minutes
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Podcast 005 -Social Security Answers
Published: March 16, 2020, 7:05 p.m.Duration: 2 minutes 44 seconds
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Podcast 004 -Our Team Can Help
Published: March 16, 2020, 7:03 p.m.Duration: 2 minutes 42 seconds
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Podcast 003 -Estate Planning is Key
Published: March 16, 2020, 7:01 p.m.Duration: 2 minutes 38 seconds
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Podcast 002 -Dealing with the Fear
Published: March 16, 2020, 6:59 p.m.Duration: 2 minutes 52 seconds
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Podcast 001 -You Shouldn’t Worry
Published: March 16, 2020, 6:57 p.m.Duration: 2 minutes 55 seconds
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Radio 010 -Planning in the Age of Covid 19
Published: March 16, 2020, 6:51 p.m.Duration: 30 minutes 1 second
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Radio 009 -A Better Life in Retirement
Published: March 16, 2020, 6:43 p.m.Duration: 30 minutes 1 second
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Radio 008 -It’s Tax Time
Published: March 16, 2020, 6:39 p.m.Duration: 30 minutes 1 second
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Radio 007 -401K and other changes
Published: March 16, 2020, 6:37 p.m.Duration: 30 minutes 2 seconds
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Radio 006 -Changes Affecting Retirement in 2020
Published: March 16, 2020, 6:28 p.m.Duration: 30 minutes
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Radio 005 -Getting Ready for Tax Season
Published: March 16, 2020, 6:26 p.m.Duration: 30 minutes
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Radio 004 -The Team and Our Holistic Approach
Published: March 16, 2020, 6:21 p.m.Duration: 30 minutes 3 seconds
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Radio 003 -CPA’s Join Our Team
Published: March 16, 2020, 6:09 p.m.Duration: 30 minutes 3 seconds
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Radio 002 -Impact of the New Secure Act
Published: March 16, 2020, 5:58 p.m.Duration: 30 minutes 1 second
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Radio 001 -Be Your Own CEO
Published: March 8, 2020, 6:47 p.m.Duration: 30 minutes 5 seconds
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