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Did you know the government could owe YOU money for your kid's summer camp? Parents, listen up...

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New market highs: Opportunity or caution? 🤔 Ever feel a mix of excitement and worry when you h...

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Keeping more of your hard-earned cash?

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Millionaires, Listen Up!

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🔑 The key to a fulfilling retirement? Having a clear vision aligned with your values. Don't set...

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😬 We've all been there - caught up in the emotional cycle of investing. You see stocks dipping ...

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What is financial planning REALLY about? Most think it's just about retirement. But the truth is...

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⌛ How often do you feel like there's just not enough time in the day? I know that struggle all t...

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Ever wonder how the wealthy really build their fortunes? It may surprise you. In this Reel, we'...

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The Secret to 10X Your Wealth Isn't Stocks - It's Cash Flow Mastery

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Your Complete Guide To Medicare and Getting The Best Retirement Healthcare Deals

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Everything You Need To Guarantee A Safe and Financially Prosperous Retirement

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Stop Putting Out Boring Content, Use These 5 Steps To Find For Marketing Flow

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Unwinding Medicaid – How Will This Affect Your Healthcare Bills And Retirement

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3 Tax Gotchas Retirees Should Be Aware Of

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How To Incorporate Charitable Giving Into Your Retirement Plan

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Using Roth Conversions To Reduce Your Taxes In Retirement

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Asset Location Strategies

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Tax Efficient Investing

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Understanding Bull and Bear Markets: Keys to Disciplined Investing!

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From $1 to $11,527: The Potential of Long-Term Investing.

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The Power of Long-Term Investing

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Secure Your Future: A Guide To Smarter Investments

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Get taxes right in your retirement

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The Process of Tax Planning for Retirement

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6 Best Ways To Reduce Taxes in Retirement

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Maximize your retirement income and achieve a debt-free future with these debt management solutions.

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Protect your loved ones with smart post-death financial planning

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Maximize Social Security benefits by timing your claim

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Financial Planning Milestones by Decade

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Delaying Social Security can lead to higher monthly payments.

40:00

Retirement Planning Case Study Part 1: Assess Your Financial Situation and Set Clear Goals

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What To Do About Health Insurance After Divorce with Malia Rogers

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What about Health Coverage for your family members and kids?

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How Does Social Security Taxation Work

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Real wealth building takes time, diligence and planning

01:01

Real wealth building takes time, diligence and planning

12:14

What To Do If You Missed open Enrollment For Healthcare?

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You may want to keep COBRA.

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SECURE Act 2.0 Updates

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"Protect yourself from the unexpected with Cobra coverage 🐍

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The Perks of Being on Medicare.

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Don’t beat yourself up if you missed the enrollment period. There are multiple ways to get pla...

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What do you do with an old 401k when you move to a new job?

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Make sure that when you’re reaching out to a broker… They are able to shop different carriers f...

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Asset Classes By Risk Category

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How to deal with drugs outside of your coverage plan.

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It costs nothing extra to use a broker.

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Timing vs. Time IN the market. One wins nearly every time.

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Money Moves: How to upgrade your savings with a ROTH conversion

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What you should know before you make that 529 to ROTH IRA transfer.

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5 Common Money Management Mistakes

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Your wallet will thank you for doing this!

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The Most Important Aspects of Retirement Planning

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The family glitch has been fixed!

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Can Financial Markets Be Controlled?

21:31

Tax Planning Is A Crucial Aspect of Overall Financial Planning

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010323_Interview with Malia Rogers Reel1

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The Family Glitch Has Been Fixed!

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Why eating healthy will make you wealthy. #shorts