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Your Retirement Playbook

Sep 26, 2019

What is the difference between an IRA and all the other investments out there? And have you ever thought about doing a Qualified Domestic Relation Order? Don't!

Sep 19, 2019

Today we talk about Roth IRAs, what happens to old 401Ks when you go to another company, and how inherited IRAs can mess up taxation.

Sep 12, 2019

Do you need a Trust? Today we talk about Charitable Planning, Special Needs Trusts, and negative interest rates.

Sep 5, 2019

Breaking out the great recent podcast moments to Radio!  Discussions regarding culture, teaching kids to invest, the difference between technical, fundamental and narrative type investing and My Life & Wishes (when something happens to you how to best be prepared)!