PODCASTS AND VIDEOS

PODCASTS

 

In each short episode we’ll break down and simplify one planning strategy that we’ve used in helping our clients work towards their goals.  We’ll cover investments, insurance, tax planning, estate planning, retirement income planning, Social Security, special needs planning, long term care/Medicaid planning, and current financial events.  If you have 5-10 minutes a month, it’s worth a listen.

VIDEOS

In each short episode we’ll break down and simplify one planning strategy that we’ve used in helping our clients work towards their goals.  We’ll cover investments, insurance, tax planning, estate planning, retirement income planning, Social Security, special needs planning, long term care/Medicaid planning, and current financial events.  If you have 5-10 minutes a month, it’s worth a listen.

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