Recent Podcasts from Admin


October 5, 2024 - Money Matters Podcast

Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.

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September 28, 2024 - Money Matters Podcast

Navigating financial turbulence: Election impacts and investment strategies.

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September 21, 2024 - Money Matters Podcast

Maximizing financial strategies, understanding Buffered ETFs, and estate planning.

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September 14, 2024 - Money Matters Podcast

Navigating financial waters: Investments, retirement, and risk.

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September 7, 2024 - Money Matters Podcast

Money Matters: Retirement planning, tax strategies, investment insights, and more.

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August 31, 2024 - Money Matters Podcast

Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.

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August 24, 2024 - Money Matters Podcast

A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.

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August 17, 2024 - Money Matters Podcast

Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?

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August 10, 2024 - Money Matters Podcast

An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.

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August 3, 2024 - Money Matters Podcast

The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your …

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