Q&A
193 videos • 1,379 views • by Heritage Wealth Planning
1
How To Avoid the 10% Penalty on Distributions
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2
Do You Need to Sell Investments To Satisfy RMDs?
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3
How To PROPERLY Calculate Provisional Income
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4
Chris Hogan's R:IQ
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5
Should I Do Roth Conversions If I Lose My Obamacare Subsidy?
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6
Can I Rollover a 403B to a Roth While Still Working For Company?
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7
Social Security Early (One of the few times it makes sense)
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8
Pay Extra Towards My Mortgage or Fund My Roth IRA?
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9
Large 403B with a Pension, but Cash Flow is Tight What Should I Do?
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10
Differences Between ETFs and Mutual Funds
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11
Recession 2020? Should I Go To All Cash?
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12
Too Old For Roth Conversions?
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13
Net Unrealized Appreciation (NUA) - What is it?
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14
Help! I Only Have 2 Days To Accept My Company's Retirement Package...
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15
Increase Returns Over 30% With THIS Simple Tax Strategy
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16
My CPA Says My $650k IRA Is Not Close to Enough To Retire!
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17
Can I Suspend My Social Security Benefits?
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18
Is Michelle From Michigan Doing OK?
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19
What Motley Fool Gets Wrong About Taxes in Retirement (2019)
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20
The Reason Very Few Widow(er)s Will Be QUALIFYING Widow(er) For Tax Purposes
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21
I'm Much Younger Than My Spouse, Should I STILL Defer Taking Social Security?
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22
Do Roth Conversions Even While I Am Working?
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23
Social Security as Part of Your Investment Allocation?
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24
Mega Back Door Roth - Great...For a FEW
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25
Should I Move My 401k To An Annuity
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26
Should I Continue To Work In Order To Contribute to A Roth IRA?
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27
How Do I Determine a Proper Cash Flow In Retirement?
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28
Know THIS Secret of the Investment Industry and Save BEAUCOUP $
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29
Reverse Mortgage - Real World Example
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30
Too Old To Convert To Roth?
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31
Jumbo Reverse Mortgages?
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32
Should I Convert to a Roth and Then Do An Immediate Annuity?
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33
GNMA Pass Throughs - and Other Investing Shenanigans
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34
I'm Single, Should I do Roth Conversions?
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35
Should We Engage Medicaid Planning? No!
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36
Invest in VRBO Properties?
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37
What Happens to My Social Security If I Stop Working?
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38
Cash Value Life Insurance: Pros and Cons
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39
Understanding the Social Security Earnings Test for Early Retirees
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40
Should I Keep My American Funds?
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41
How Financial Advisors Get Paid (part 1)
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42
Borrow From 401k To Fund Roth IRA For Non-Working Spouse?
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43
Immediate Annuity to Pay Off Mortgage?
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44
[Private video]
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45
Financial Planning Q & A And More!
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46
Should I Get My Kids To Buy My House?
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47
Wellesley Income Fund in a Non-IRA?
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48
Retirement Planning & Investing Q&A (10 questions answered!)
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49
What if Stocks Do Poorly In Retirement?
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50
Pay Down Mortgage or Build Up Cash
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51
Vanguard Personal Advisory Services: Should I Use Them?
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52
When To Convert To Roth IRA
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53
Estate Planning Nightmare
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54
Which Social Security Numbers To Use?
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55
Roth Conversions For Single, 54 Year Old Woman?
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56
I need $2.5 Million to Retire?
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57
Is Diane Good to Go to Retire in 5 Years?
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58
Social Security Bridge Strategy
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59
Roth Conversions While Working?
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60
Roth Conversions While Working?
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61
Roth Conversions For Military Retiree & Recent Widow?
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62
Roth Conversions For Military Retiree & Recent Widow?
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63
Take Gains To Replenish Bucket 1?
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64
Take Gains To Replenish Bucket 1?
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65
5 Year Conversion Rule For Roth IRAs
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66
Pay Off Mortgage With IRA?
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67
Investment Options Outside of IRA
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68
Deferred Income Annuity Now or SPIA later?
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69
Deferred Income Annuity Now or SPIA later?
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70
Taxes When Cashing Out Life Insurance Policy?
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71
How to Move From Bond Funds to CDs In An IRA
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72
Teacher without Full Social Security
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73
Social Security Limits While Working?
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74
IRS RMD Tables and 4% Rule
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75
Retirement Planning Q&A (Social Security, Annuities, Pension v. Lump Sum)
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76
[Private video]
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77
Withdrawal Strategies When Medical Expenses Exceed Income
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78
[Private video]
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79
Use Total Bond Index For Cash Reserve?
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80
The 62/70 Social Security Strategy
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81
Arthur is 44, Wants to Retire By 60 - What He Needs To Do
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82
Q&A TIME: VWINX, Pension vs. Lump Sum, CARES ACT and MORE!
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83
Take Gains to Pay Tax On Roth Conversions?
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84
John’s Got Too Much Cash - What Should He Do?
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85
Arthur Is 44, Wants To Retire at 60 - What Should He Do?
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86
Marty is Single With 300k - How’s He Doing?
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87
Matt From Maine Asks Ab RMDs
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88
Answering YOUR Questions About Hiring Financial Advisors
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89
Should Corey Quit His COJ?
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90
Lori Will Net MORE Income in Retirement Than Working
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91
Can Bob Retire With $250,000?
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92
Right Capital Difference Between Net Worth And Endling Balance
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93
Should I Roll Old 401k To New 401k
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94
When Should I Hire A Financial Advisor?
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95
Question on Investment Fees on Portfolio Visualizer
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96
Dave Cullen on Compliance, Faith and the Path Forward
Blonde in the Belly of the Beast
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97
What You Need To Know On Social Security SPOUSAL Benefits
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98
Quiz Time: Should Jane Take the Pension or Lump Sum?
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99
Dividends, Climate Change, Social Security, Bonds...Last Night's SubscribeStar LiveStream
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100
Don't Pay Off Mortgage if This Is Your Concern
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101
Wellington Fund, ETF or CD
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102
Earliest You Retire & Access 401k Without Penalty
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103
Should I Lump Sum Into an ETF or a Mutual Fund
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101
Wellington Fund, ETF or CD
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102
Earliest You Retire & Access 401k Without Penalty
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103
Should I Lump Sum Into an ETF or a Mutual Fund
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104
BND as a Cash Alternative? (NO!)
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105
“Can I Offer Financial Coaching As A Side Hustle?”
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106
How Should I Invest My Down Payment Money
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107
How Marie Gets Social Security Right
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108
How Should A Teacher With a Pension Invest
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109
How Do You Fire a Financial Advisor?
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110
Suez Canal Blocked: A "Worst Case Scenario for Global Trade"
Ice Age Farmer
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111
What "Safe" Withdrawal Rate Do I Recommend
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112
Annuity That’s Not An Annuity?
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113
The CroMags - L'Amour, Brooklyn, NY 11/22/86
Woodstock Buddha
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114
Norm's "Twilight Zone" Sketch
Jim Breuer's Breuniverse
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115
Social Security Spousal Benefits
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116
Questions on Social Security, Vanguard, 2 Buckets Etc
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117
Don't Be Trapped By Your Retirement Accounts
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118
When Sequence of Returns Risk Doesn't Matter
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119
Who Should I Trust With My Investments?
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120
Here's What You Say When You Fire Your Advisor
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121
Pay Down Mortgage Or Invest? (This Is Easy)
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122
Roth Conversions Given Biden's Tax Hikes?
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123
Did My Husband Make A Mistake In Choosing to Take Social Security Early
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124
Take a HELOC To Bridge The Gap Until Social Security?
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125
[Private video]
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126
What Happens to Spousal Benefit & Another Question on Social Security
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127
Can My Wife Get Half of My Social Security Benefit?
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128
Pay Off Mortgage With 401k? (Surprise at End)
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129
Whole Life Insurance As An Investment?
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130
Financial Planning For Wealthy People
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131
What Do I Think of Dave Ramsey's 4 Fund Categories?
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132
My Husband Wants a Divorce - Should I Buy The House We Live In?
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133
Will Boomers Retiring Impact Stock Market?
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134
Stop Maxing Out Your Tax-Deferred Retirement Accounts!
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135
How Do I Implement 2 Bucket Strategy Inside My IRA?
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136
Roth Conversions: How Much Should Single Becky Do?
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137
Living Off IRA While Deferring Social Security
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138
$3 8 Million and Scared To Retire Due To Health Care Costs
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139
Answering Right Capital Questions
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140
How Johnny & Jane Retired at 57
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141
When to Build Up 4 Years of Cash For The Barbell?
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142
Health Insurance After Retiring
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143
Can My Money Last in Retirement?
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144
Looking at The Tax Ramifications of Paying Off Mortgage or Invest
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145
Bruce Wants to Spend MORE In Retirement - Can He?
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146
Schwab Intelligent Portfolios Or Vanguard Wellesley?
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147
Should You Take Lump Sum Or Pension?
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148
Did I Invest In Wellington Too Soon?
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149
RMDs with Roth Conversions / Are Stable Value Funds Risky?
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150
Am I Eligible For Social Security Survivor Benefits?
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151
Should Doug Pull From His 401k Or Take Social Security Early
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152
Should Shannon Stop Reinvesting Dividends?
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153
Which Retirement Accounts To Draw From Before Taking Social Security?
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154
What happens to your Social Security Payment if You Stop Working Before FRA
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155
Should Diana & Ed Do Roth Conversions? (Case Study)
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156
What Happens to My Social Security If I Work After Taking Benefits
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157
Why You Put Index Funds in Brokerage Accounts
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158
Best Way to Get 4 Years of Cash
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159
Move 403B to 401K?
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160
Does Working More Help My Social Security Benefit?
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161
Why I’m 100% Against Medicaid Planning
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162
[Private video]
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163
When Should Single Karen Take Social Security
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164
They Need MORE Money to Retire? Why?
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165
And This is Why I Don't Manage Money
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166
How Don Saved His Life By Retiring
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167
Q&A, Social Security, Pay Down Mgt, Taxes, Alternatives & MORE!
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168
Greg is 58 & Single, Can He Retire?
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169
What Happens To My Social Security If I Retire This Year
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170
Questions on Social Security & Wellington, Wellesley
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171
My Nest Egg is Dwindling, Can I Still Retire?
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172
Why I Don't Have $1Million Investment Portfolio
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173
Good Time to Add To My Wellesley Fund?
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174
Will I Reach Family Maximum For Social Security?
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175
How Should a Young Person Invest $10,000?
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176
Lump Sum or Pension (2022)
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177
Work Longer To Increase Social Security (2022)
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178
Take Social Security at 62!
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179
How to Invest an Inheritance for My Kids
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180
What Should I Do WIth My Cash WIth High Inflation?
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181
When Does The Social Security Earnings Test Apply
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182
I'm Probably Too Hard on This Guy, But I Can't Help It
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183
Sell Stocks to Pay Off Mortgage?
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184
Borrow From Your 401k To Install Solar Panels?
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185
Why Do I Have Wellington If I'm So Bullish?
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186
Do Retirement Warnings Go Too Far,? 72T & Cash Q&A
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187
Think Twice Before Taking A Lump Sum, Especially Now!
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188
Why You Should NOT Rollover Your 401k to an IRA (It's The Finney Show!)
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189
Should I Use My IRA to Pay Off Debt?
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190
"Vanguard is Getting Worse By the Day, What to Do?"
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191
How to Invest 5-10 Years Out from Retirement
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192
Not Sure My Advisor Has My Best Interest...and More!
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193
Let's Get REAL About Investing!
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