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Spender, Saver, Wealth Creator 8/18/2018




Retirement Planning


 7-Financial Tools 7/28/2018




Beneficiary Checklist  7/21/2018


Retirement Planning

Life Insurance 6-30-2018

Annuities 6-23-2018

The Company Match 6-16-2018

Saver vs. Investor 6-9-2018

Orphaned Accounts 5-26-2018

Special Guest Carol McLimans 5-19-2018

Compounding vs. Speculation 5-12-2018

The Family Budget 5-5-2018

Credit Card Debt 4-28-2018

Retirement Planning

Life Insurance 6-30-2018

Annuities 6-23-2018

The Company Match 6-16-2018

Saver vs. Investor 6-9-2018

Orphaned Accounts 5-26-2018

Special Guest Carol McLimans 5-19-2018

Compounding vs. Speculation 5-12-2018

The Family Budget 5-5-2018

Credit Card Debt 4-28-2018

3 Tax Strategies 4-7-2018 *

Risk Tolerance 4-21-2018

Wealth Transfers 4-14-2018

Financial Harvest 3-31-2018

Social Security 3-24-2018

Three Buckets 03-18-2018

The Private Reserve Strategy 3-17-2018

Missed Opportunities 3-10-2018

Qualified Accounts 2-24-2018

Spender, Saver, Wealth Creator 2-17-2018

The Retirement Journey 2-10-2018

A Holistic Planner 2-3-2018

Beneficiary Checklist 01-20-2018

Home Mortgages 01-13-2018

Retirement Planning 01-06-2018

Life Insurance 12-30-2017

Annuities 101 12-23-2017

Company Match 12/16/2017

Making a Car Payment 12-2-2017

Orphaned Accounts 11-25-2017

Mars Hill University Special 11-18-2017

Listener Questions 11-11-2017

Compounding vs. Speculation 11-04-17

Family Budget 10-28-2017

Credit Card Debt 10-21-2017

Risk Tolerance 10/14/2017

Wealth Transfers 10/07/2017

Three Tax Strategies 09/30/2017

Social Security Understanding 9/23/2017

Financial Harvest 9/16/2017

Private Reserve Strategy 9/09/2017

Three Bucket Strategy 8/26/2017

Qualified Accounts 8/19/2017

Spender, Saver, Wealth Creator 08/12/2017

The Financial Journey To Retirement 08/05/2017

Holistic Planning is Different 07/30/2017

The 7 Financial Tools 07/22/2017

Beneficiary Checklist 07/15/2017

Home Mortages 07/08/2017

Retirement Planning 101 07/01/2017

Life Insurance 101 06/24/2017

Annuities 101 06/17/2017

The Company Match 06/10/2017

Saver vs. Investor 06/03/2017

Making a Car Payment 05/27/2017

Orphaned Accounts 05/20/2017

Listener Questions 05/13/2017

Compounding vs. Speculation 05/06/2017

The Family Budget 04/29/2017

Credit Card Debt 04/22/2017

Risk Tolerance 04/15/2017

Wealth Transfers 04/08/2017

Compound Interest 04/01/2017

Social Security 03/25/2017

Financial Harvest 03/18/2017

Private Reserve Strategy 03/11/2017

Missed Opportunities in Saving Money 03/04/2017

Exit Strategy for Qualified Accounts 02/18/2017

Spender, Saver, Wealth Creator 02/11/2017

The Retirement Financial Journey 02/04/2017

Holistic Planning 01/28/2017

*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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