Ep 25: What Should Your Financial Goals Be?
Dan ReeseEpisode Description
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0Ep 52: A 5 Step Process for Selecting Investment Funds
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0Ep 51: Interest Rates, Inflation, and Your Investment Strategy
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0Ep 50: Protecting What’s Yours After You Pass
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0Ep 49: Protecting What’s Yours While You’re Alive
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0Ep 48: Are Investors Their Own Worst Enemy?
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0Ep 47: The Power of Planning in Reverse Order
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0Ep 46: 2022 Tax Issues for Retirees
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0Ep 45: What the Market Taught Us In 2021 - Part 2
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0Ep 44: What the Market Taught Us In 2021 - Part 1
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0Ep 43: Managing the Fear of Retirement
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0Ep 42: Creating Your Charitable Giving Strategy
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0Ep 41: Critiquing Your Plan Through 4 Frames
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0Ep 39: The Wealth Planning Pyramid
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0Ep 38: Should I Be Working With A Fiduciary?
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0Ep 37: All About Roth IRAs
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0Ep 36: All About Required Minimum Distributions
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0Ep 35: Sudden Wealth - Blessing Or A Curse?
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0Ep 34: Avoid the Herd! Get Your Free College Money Report
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0Ep 33: Is A Picture Worth A Thousand Words With Your Money?
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0Ep 32: The Groundhog 401(K)
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0Ep 29: Does Diversification Even Matter?
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0Ep 28: Why You Need a Retirement Income Plan
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0Ep 27: How to Avoid Medicare Penalties
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0Ep 26: 5 Keys to Avoiding College Debt
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0Ep 24: GameStop, Bitcoin, and Diet Pills
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0Ep 23: Is Your Annual Investment Review Actually Helping You?
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0Ep 22: How Years Like 2020 Can Ruin Your Financial Plan
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0Ep 21: Four Stages of Money - Your Legacy
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0Ep 20: Four Stages of Money - The Distribution Phase
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0Ep 19: Four Stages of Money - Transitioning Into Retirement
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0Ep 18: Four Stages of Money - Accumulation
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0Ep 16: Savvy Social Security Planning
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0Ep 13: The Dangers Of Only Saving To A 401(k)
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0Ep 12: Mortgage Planning in a Low Interest Rate Environment
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0Ep 10: Risk Tolerance
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0Ep 9: The Advisory Process - Protect Phase
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0Ep 8: The Advisory Process - Build Phase
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0Ep 7: The Advisory Process - The Design Phase
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0Ep 6: Challenge of Investing Outside of the Plan
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0Ep 5: How Important is an Advisor's Process to My Financial Success?
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0Ep 4: What Are My Costs When Working With an Advisor?
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0Ep 3: What Type of Advisor is Best for Me and My Goals?
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0Ep 2: Do You Need an Advisor?
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0Ep 1: Get to Know Dan, Brent & the Podcast
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0Your Financial Philosophy
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0Stock Market Update
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0Actions Speak Louder Than Words
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0Staying On Course
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0The Desire To Retire
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0Awkward Conversations
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0All About The Benjamins
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0Silver Linings
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0Retirement Variables And Constants
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0Flying Through Retirement
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0Financial Mythbusters
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0The Right Sense of Urgency
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