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05/25/2019 – Orphaned Accounts



05/18/2019 – Compound Interest Vs. Speculation


05/11/2019 – The Family Budget


05/04/2019 – Credit Card Debt



04/27/2019 – Risk Tolerance



04/20/2019 – Wealth Transfers



04/13/2019 – Three Tax Strategies



04/06/2019 – Financial Harvest


03/30/2019 – Social Security Understanding



03/23/2016 – Private Reserve Strategy


03/16/2019 – Missed Opportunities in Saving Money



03/09/2019 – Three Bucket Strategy


03/02/2019 – Qualified Accounts



02/23/2019 – Spender, Saver, Wealth Creator



2/16/2019 – The Retirement Journey




02/09/2019 – Holistic Planning



02/02/2019 – 7 Financial Tools




01/26/2019 – BENEFICIARY CHECKLIST



01/19/2019 – HOME MORTGAGES




01/12/2019 – RETIREMENT PLANNING



01/05/2019 – Life Insurance 101




12/29/2018 – Annuities 101



12/22/2018 – The Company Match



12/15/2018 – Saver Vs. Investor



12/08/2018 – Making A Car Payment




12/01/2018 – Orphaned Accounts



11/24/2018 – Compounding




11/17/2018 – The Family Budget


11/10/2018 – Credit Card Debt




11/03/2018 – Risk Tolerance



10/13/2018 – Financial Harvest



9/29/2018 – Special Guest Steve Osterink, Jr.



9/08/2018 – Missed Opportunities



8/25/2018 Qualified Account



8/18/2018 Spender, Saver, Wealth Creator




8/11/2018 The Retirement Journey



8/04/2018 A Holistic Planner




Retirement Planning


 7-Financial Tools 7/28/2018




Beneficiary Checklist  7/21/2018


Retirement Planning



*This show’s discussion offers several methods of calculating results, each of which provides one outcome from a wide range of possible outcomes. All results use simplified assumptions that do not completely or accurately reflect your specific circumstances and your actual results will vary from those presented in this discussion. Planners Alliance does not provide tax advice.

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