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Month: December 2020

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S1: Episode 12 – How to Choose the Right Financial Advisor for You

December 28, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Choosing the right financial advisor for you and your needs is key to developing your most effective plan. But how[…]

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S1: Episode 11 – Protecting Your Retirement Plan

December 21, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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In typical retirement planning, your plan is designed to work for you until you either become incapacitated, or you pass[…]

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S1: Episode 10 – The Bucket Approach to Financial Planning – Part 3

December 14, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Once you have your specified amount set aside for emergencies and your income planned for retirement, what do you do[…]

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S1: Episode 9 – The Bucket Approach to Financial Planning – Part 2

December 7, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Planning for retirement requires knowledge of what you will need, and when you’ll need it. Do you really know how[…]

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