Featured
Episode #019: Charitable Giving with Tommy Mai
Posted by Tommy Mai | Sep 6, 2017
Episode #018: Starting Your Federal Retirement Pla...
Posted by Brent Ford | Sep 4, 2017
Episode #016: Business Owner Retirement Plans with...
Posted by Tommy Mai | Aug 30, 2017
Episode #015: Federal Retirement Plans Changes wit...
Posted by Brent Ford | Aug 28, 2017
Episode #013: How Taxes Can Affect Your Retirement...
Posted by Tommy Mai | Aug 23, 2017
Episode #96: What Are Your Tax Liabilities in Retirement?
by Right on the Money | Sep 16, 2022
Have you accounted for all the taxes you’ll need to pay in your retirement journey? Financial...
Read MoreEpisode #95: How Legislation Impacts Retirement Savers
by Right on the Money | Sep 16, 2022
Can a change in the tax laws affect your retirement savings? Financial Advisor Terry DuPont and...
Read MoreEpisode #94: Self-Insure to Address Long-term Care
by Right on the Money | Apr 25, 2022
Long-term care is a significant risk for derailing your retirement income plans. Chris Thomas of...
Read MoreEpisode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
by Right on the Money | Apr 25, 2022
According to Chris Thomas of Thomas Financial Corp, there are three places where you can place...
Read MoreEpisode #92: The 2 Things People Care About
by Right on the Money | Apr 25, 2022
When people are seeking out a financial professional for assistance, what are they looking for?...
Read MoreEpisode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
by Right on the Money | Dec 13, 2021
Georgia Financial Planner Mark Fricks works with clients to address four critical areas of...
Read MoreEpisode #90: Taxes in Retirement
by Right on the Money | Dec 13, 2021
Retirement planner Mark Fricks says taxes are just a reality in retirement and it’s best to accept...
Read MoreEpisode #89: The Importance of Income in Retirement
by Right on the Money | Dec 13, 2021
Mark Fricks of Masterplan Retirement Consultants talks about the second side of the pyramid which...
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Latest Episodes
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Episode #95: How Legislation Impacts Retirement SaversSep 16, 2022 | Featured
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Episode #94: Self-Insure to Address Long-term CareApr 25, 2022 | Featured
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Episode #92: The 2 Things People Care AboutApr 25, 2022 | Featured
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