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Ep #014: Understanding Variable Annuities

There are plenty of financial tools out there promising to grow your assets, but sometimes the promise of unlimited upside also comes the potential for unlimited downside. One such tool is the variable annuity. While annuities are very popular, it’s important to understand exactly how they work in order to protect your money. Here to…

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Ep #013: The Stages of Spending in Retirement

Have you ever thought about how much you’ll spend after you retire? There’s a common myth that people spend a consistent amount throughout retirement, but that couldn’t be further from the truth. Here to set the record straight is Founder and President of Ross Wealth Advisors, Don Ross. Today, Don explains how spending really goes in…

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Ep #012: The Three Investment Worlds

Life moves in stages, and it stands to reason that the same is true of investing your money. What makes sense for a 20 or 30 year old’s investments isn’t going to make sense for someone nearing retirement. And when it comes to stocks, bonds, mutual funds, or any of the other financial products out…

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Ep #008: Income Planning For 2018 and Beyond

Do you have a plan for generating income after you retire? While it may seem counterintuitive to think about earning money in retirement, the fact is that having a plan for doing so is crucial for ensuring your financial well-being. Just ask Don Ross, Founder and President of Ross Wealth Advisors. In this episode, Don…

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