Podcast: Sona Wealth Advisors
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Ep. 49: A Year-End Reset: Protecting Health, Judgment, and Retirement Decisions
The holidays often bring more than celebration. Shorter days, disrupted routines, family obligations, and year-end financial noise can quietly drain energy and cloud judgment. Many…
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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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Don’t Miss Your Target
2.8.2019
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…
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A Common Mistake Of Overachieving 401k Investors
1.9.2019
It is common knowledge that your company’s 401k match is free money. Unless you are struggling with…