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S2: Episode 12 – The Importance of Proper Document Implementation, Part Two – with Guest Aaron Love

June 7, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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So, you’ve implemented your documents, but now what? What do you need to do with your documents to be sure[…]

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S2: Episode 11 – The Importance of Proper Document Implementation: Part One — with Guest Aaron Love

May 24, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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When it comes to your financial documents, proper implementation can lead you to greater peace of mind. If you follow[…]

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S2: Episode 10 – Investment Advice from a Chartered Financial Analyst – with Guest Ben Malick

May 10, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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What goes into creating a good investment portfolio? How should you be comparing the investments you want to make? What[…]

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S2: Episode 9 – The Risks in the Three Phases of Investing — with Guest Samantha Compton

April 26, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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There are always things that could derail your financial plans, however, there are things you can be doing to avoid[…]

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S2: Episode 8 – Seven Steps to Retirement Security, Part Two – with Guest Tom Hegna

April 12, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Following the steps that we outline in this podcast will help you retire happier. How? In this episode, Stephen Stricklin[…]

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S2: Episode 7 – Seven Steps to Retirement Security, Part One – with Guest Tom Hegna

March 29, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Following the steps that we outline in this podcast can actually lead you to retiring happier. How? In part one[…]

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S2: Episode 6 – Surviving the Distribution Phase – with Guest Waldean Wall

March 15, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Some of the most important decisions you will make about retirement actually come when you are retired.  In this episode,[…]

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S2: Episode 5 – Inflation Rates Impacting Retirement

March 1, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Many times, people can forget to plan for inflation rates when it comes to retirement planning.  In this episode, Stephen[…]

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S2: Episode 4 – A Look at Medicare – With Guest Paul Brock

February 15, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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We often hear the same questions from clients when it comes to Medicare and Medicare planning. We are here to[…]

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S2: Episode 3 – The Ins and Outs of Social Security – with Guest Larry Kotlikoff

February 1, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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Many people have burning questions about Social Security but don’t know where to go to find the answers.  In this[…]

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