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Holistic Planning - Fiduciary Duty - Special Guest: Strive CEO & CIO Matt Cole
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Will vs Trust: Explained
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What's My Roth IRA Limit?
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Avoiding the IRMAA Penalty
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Should I Roll Over My 401(k)?
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Holistic Planning Basics - Insurance and Risk Management
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Holistic Planning Basics - Business Retirement Plans
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Holistic Planning Basics - Charitable Giving
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Holistic Planning Basics - Estate Planning
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Holistic Planning Basics - Strategic Tax Planning
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Social Activism vs. Capitalism
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Holistic Planning Basics - Investment Management
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Hack your 529 Plan!
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Holistic Planning Basics - Retirement Planning
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Backdoor Roth IRA Explained
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Quit Tipping the IRS! Leverage a Donor Advised Fund!
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Stop Paying Taxes on Your Donations!
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Holistic Planning - About Us
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About
We are excited to learn more about you and how Holistic Planning can add value to your financial life.
Holistic Planning Website:
holisticplanning.com/
Legal Disclosures:
holisticplanning.com/disclosu...
Holistic Planning, LLC (“Holistic”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser (RIA) regulated by the Securities and Exchange Commission in accordance and compliance with the securities laws and regulations. The information presented is intended for educational purposes only, and is not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed, you should consult your tax and financial advisors.
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