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Archive for June 2018

Ep #011: Preserving and Enjoying Your Retirement Savings

By Don Ross | June 28, 2018 | 0

So many people work hard throughout their lives to save and put money away for retirement, but they don’t spend enough time figuring out what they’re going to do once…

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Ep #010: Tax Tips From A Retiree’s Financial Survival Handbook

By Don Ross | June 28, 2018 | 0

One of the most important things to consider when planning for retirement is how taxes will affect your accounts when it’s time to withdraw. The truth is, it’s not a…

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Ep #009: Investment Insights From A Retiree’s Financial Survival Handbook

By Don Ross | June 28, 2018 | 0

Understanding how to invest is absolutely critical when it comes to achieving your abundant retirement. And that goes beyond the task of choosing where to invest your money—you have to…

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Ep #008: Income Planning For 2018 and Beyond

By Don Ross | June 28, 2018 | 0

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…

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Ep #007: The 4 Myths of Retirement Part 4: Is Having A Plan Enough?

By Don Ross | June 28, 2018 | 0

Today we’re finishing off our series on retirement myths with the fourth and final misconception: that having a financial plan is enough. Now, this might sound contrary to the advice…

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Ep #006: The 4 Myths of Retirement Part 3: Working After You Retire

By Don Ross | June 28, 2018 | 0

Have you ever wondered what you’ll do after you reach retirement? It’s a common question, but the truth is that your life shouldn’t change dramatically after you retire. And while…

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Ep #005: The 4 Myths of Retirement Part 2: Inconsistent Spending Throughout Retirement

By Don Ross | June 28, 2018 | 0

If you’re one of the many people who anticipate spending a consistent amount throughout retirement, today’s episode may surprise you. The reality is that retirement spending tends to go through…

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Ep #004: The 4 Myths of Retirement Part 1: Your Retirement Is Not a Number

By Don Ross | June 28, 2018 | 0

With so much misinformation out there, it’s easy to buy into common misconceptions about retirement. So today we’re kicking off our four-part series about retirement myths to set the record…

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Ep #003: Ensuring You Have Enough Money To Last Through Retirement

By Don Ross | June 28, 2018 | 0

Today we’re going to be talking about a scary topic: running out of money in retirement. It’s the kind of worry that can keep you up at night — if you…

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Ep #002: Planning for Market Volatility and Using It to Your Advantage

By Don Ross | June 28, 2018 | 0

We all know there are going to be ups and downs in the market, but do you have a plan for how to react to volatility in your portfolio? It’s…

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