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The Stock Market Looks Forward

The Stock Market Looks Forward

In this week's podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy. Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not...

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How Are Millionaires Feeling About Retirement?

How Are Millionaires Feeling About Retirement?

  In this week's podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products...

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Why Your Investment Advisor Should Be Transparent

Why Your Investment Advisor Should Be Transparent

In this week's video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor. When folks don't understand their...

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3 Questions for Better Cash Flow Management

3 Questions for Better Cash Flow Management

All personal finance revolves around being able to manage your cash flow. You have to make more than you spend. Then you have to figure out the "right" things to do with that surplus. The "right" thing for you might be different than the "right" thing for someone...

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What to Make of the Latest Inflation Reading

What to Make of the Latest Inflation Reading

  In this week's podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year's...

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New Guidance on Required Minimum Distributions

New Guidance on Required Minimum Distributions

In this week's video, Casey discusses IRS guidance on required minimum distributions for inherited IRA's. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required minimum...

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Claiming Spousal Social Security Benefits

Claiming Spousal Social Security Benefits

Almost everyone knows they'll receive social security in retirement. But many people don't realize that their spouse may qualify for spousal social security benefits as well! Social security is a big piece of the retirement puzzle. When should you claim? How do you...

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The Best Investors Share These Traits

The Best Investors Share These Traits

The best investors throughout history have all shared some common traits. You won't be able to implement the exact strategies as Buffett or Graham. But what you can do is implement their behaviors and beliefs into your own personal investing strategy. There is a...

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The 3 Stages of Retirement

The 3 Stages of Retirement

One of the most common misconceptions about retirement is that it is a single continuous event. You tell your boss, or whoever you need to, that you do not plan on working anymore and you're off into this new stage of life called retirement. Maybe there is a little...

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The Role of Bonds in Your Portfolio

The Role of Bonds in Your Portfolio

Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and...

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Should you Trust Retirement Calculators?

Should you Trust Retirement Calculators?

In this week's video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those...

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