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Category: Podcast

Year-End Bonus
PodcastTake Charge of your Finances
December 5, 2016

Episode 24: Invest Your Year-End Bonus all at Once?

Podcast
November 21, 2016

Best Ways to Stop Financial Procrastination, Ep #23

Don't Fail In Retirement
PodcastTake Charge of your Finances
October 29, 2016

Don’t Fail In Retirement, Ep #22

Why Being A Fiduciary Matters to a Business Owner
Podcast
October 11, 2016

Episode 21: Why The Word Fiduciary Matters For Business Owners Using A 401k

Surprising Stats About Investing In Your 401k
Podcast
September 27, 2016

Episode 20: Surprising Stats About Investing in Your 401k

Financial Fitness
Podcast
September 14, 2016

Do You Know Your Financial Fitness?

Podcast
August 22, 2016

My FPA NexGen Gathering Experience

US vs. International Stocks||Second Quarter 2016
How We See ItPodcast
July 18, 2016

What to Know About Your Portfolio – 2nd Quarter 2016

Podcast
July 4, 2016

It’s The Little Things, Ep #12

PodcastTake Charge of your Finances
May 23, 2016

Prince’s Estate Issues Underscore the Importance of a Will

PodcastTake Charge of your Finances
May 16, 2016

Graduation Gifts That Make a Real Difference

Should I Contribute to a Roth or Traditional 401k?
PodcastTake Charge of your Finances
April 26, 2016

Don’t Be an Average Investor, Ep #9

PodcastTake Charge of your Finances
April 11, 2016

How to Save Money Without Disrupting Your Lifestyle, Ep #5

PodcastTake Charge of your Finances
March 28, 2016

Are You Missing Tax Opportunities?

PodcastTake Charge of your Finances
March 14, 2016

The Benefits of Working with a Younger Financial Advisor, Ep #8

PodcastTake Charge of your Finances
February 2, 2016

Why Monitoring Goals Matters Most, Ep #4

Financial Symmetry icon
Podcast
January 20, 2016

Top 10 Economic Stories of 2015, Ep #3

How We See ItPodcastTake Charge of your Finances
January 6, 2016

How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2

PodcastTake Charge of your Finances
December 16, 2015

Am I Saving Enough? Here’s How to Tell, Ep #1

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