Season 4 Episode 51
Another school year is beginning, are you taking all of the right steps in your financial life? Whether you’ve got a child in college now, or will have one in the coming years, Mike, Josh, and Kevin will help you know what you should be doing right now to capture all opportunities.
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Most Valuable Planning Concept - Investment Planning
Most Valuable Planning Concept - Tax Planning
Most Valuable Planning Concept - Protection Planning
Most Valuable Planning Concept - Present Financial Position
The 20-Year Term Life Insurance Mistake
Converting Your RMD into a Tax Penalty
The Financial Do's and Don'ts Before Having a Baby
Seven Promises For This Year's Taxes
The Retirement Spending Gap
Retirement Withdrawal Strategies
The Dangers of Preparing Your Own Tax Return
Should You Retire at the Same Time as Your Spouse?
When Are You Allowed to Contribute to a Health Savings Account?
What Do Rising Interest Rates Mean To You?
2018 Stock Market Recap & How You Should Invest in 2019
The Value of Tracking Your Net Worth
How to Set Great Financial Goals
Financial Planning for Year End 2018
Giving Strategies in the New Tax Law
Is Going Back to College a Smart Idea?
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