Episodios

  • The Rise of Buffered Funds

    The Rise of Buffered Funds
    Apr 19 2025
    In this episode we talk about buffered index portfolios, what they are, and how they could be an important part of your investment and retirement strategy.
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  • Benefits of Divend Stocks

    Benefits of Divend Stocks
    Mar 1 2025
    In this episode, we delve into the world of dividend stocks, exploring how they can generate income and contribute to long-term portfolio growth. We'll break down the key advantages, from compounding returns to potential tax benefits, and discuss possible strategies. Whether you're a seasoned investor or just starting out, learn how dividend stocks may be an important part of your financial strategy.
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  • Steps to Take Before Retirement

    Steps to Take Before Retirement
    Feb 1 2025
    Planning for retirement can feel overwhelming, but it doesn't have to be. This week, we break down actionable steps you can take now to ensure a comfortable and secure financial future. From maximizing your 401k to exploring alternative investment strategies, we'll cover essential tips to help you prepare for the next chapter.
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  • Defined Outcome ETF's

    Defined Outcome ETF's
    Dec 21 2024
    In this episode, we dive deep into the world of Defined Outcome ETFs. We'll explain what they are, how they work, and the potential benefits and drawbacks of investing in these innovative funds. We'll also discuss how they can fit into different investment strategies and help you make informed decisions about your portfolio.
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  • Required Minimum Distributions - What you need to know!

    Required Minimum Distributions - What you need to know!
    Dec 14 2024
    Required Minimum Distributions, or RMDs, are mandatory withdrawals from retirement accounts. This episode will break down what RMDs are, when you need to start taking them, and how much you'll need to withdraw each year. We'll also discuss strategies to minimize your tax burden and maximize your retirement income.
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  • Election Results and Your Investments

    Election Results and Your Investments
    Nov 30 2024
    Will politics and the new administration affect your finances and investments? We address this question and more on today's episode.
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  • The Power Behind the Sequence of Returns

    The Power Behind the Sequence of Returns
    Aug 31 2024
    In this episode, we dive deep into the concept of sequence of returns and its profound impact on your long-term financial goals. Discover how the order in which your investments perform can significantly affect your overall wealth accumulation. Learn practical strategies to manage sequence risk and maximize your investment returns.
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  • Is the Bond Market Back?

    Is the Bond Market Back?
    Aug 17 2024
    Bonds have been on a rollercoaster, but are they finally back on track? In this episode, we dive into the latest bond market trends and analyze whether this recent rally is sustainable. From interest rate fluctuations to economic indicators, we break down the factors influencing bond prices and help you determine if it's time to reconsider your bond allocation.
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