Get More College Financial Aid: How to Maximize Scholarships...
Join us as we dive deep into college planning, including how to pick your perfect college, reduce how much it costs, and maximize the financial aid available to you with…
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Cash Flow Operating System: A Financial Advisor’s Playbook
Today, we’re pulling back the curtain on our own personal cash flow operating system. You’ll get to see the inner workings of our personal quarterly financial planning process. We share…
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When Estate Planning Goes Wrong – and How You...
Estate planning isn’t just for the ultra-wealthy or elderly or “other people who need it but not me.” It’s a critical financial planning step for anyone who is trying to…
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Are Your Investing Expectations Aligned with Reality? What Good...
There’s often a big disconnect between what investors expect from the market… and the reality of what good, long-term, properly risk-adjusted investing looks and feels like. Today, we’re tackling that…
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5 Money Questions You’re Not Asking (But Should Be)
What’s your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come…
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How to Navigate Current Economic Conditions: Managing Your Money...
Whether you’re worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into…
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Using Money to Buy Back Time: Smart Strategies for...
Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money…
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Understanding Long Term Investing: What It Actually Means and...
Everyone says “invest for the long term” and “stay the course”—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really…
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Should You Buy a Car Now?
Thinking about buying a car? “Should I buy a car now, or wait?” has been an extremely popular question among our financial planning clients this year. So today, we’re discussing…
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