Month: August 2025
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Does Private Equity & Private Credit Belong In Your 401k Or In Your Retirement
The Good, The Bad, and The Ugly of Private Equity and Private Credit in Your 401(k) For years, private equity and private credit were the…
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- Backdoor Roth
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- College Funding
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- Economics
- Estate Planning
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- Uncategorized
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
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⚠️ The Call No Grandparent Wants to Get
11.13.2025
Protecting Your Nest Egg: The Scams Targeting Retirees — and How to Outsmart Them Imagine getting a…
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Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules
10.30.2025
Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill”…
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Healthcare Expert Matt Wicklund on Recent Medicare Changes and the Biggest Health-Insurance Mistakes Retirees Make
10.21.2025
What retirees should know about 2026 Medicare changes, shrinking networks, and how to avoid costly coverage mistakes…
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Lessons from the Crypto Connect Minneapolis
9.23.2025
Lessons from the Crypto Connect Minneapolis Last week, I had the chance to attend Crypto Connect Minneapolis,…
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Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
8.14.2025
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but…
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Ep. 37: Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement #3
7.29.2025
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge….
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Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
7.29.2025
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the…
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Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement
7.29.2025
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets”…
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Ep. 34: Should You Put Crypto in Your Retirement Account?
7.29.2025
Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it…
