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Episode 42: Your Retirement Roadmap – Critical Decisions for Your Future
In this episode, Eric and Katie discuss some of the key decisions you’ll make along the path of retirement and how they can make or break your future.
Read MoreEpisode 41: Financial Freedom – Retirement Strategies
In this episode, Eric and Katie discuss practical steps and expert insights for a confident retirement income plan.
Read MoreEpisode 40: Outsmarting IRA Blunders
In this episode, Eric and Katie discuss how you can recognize and avoid some of the most common IRA mistakes that can derail your retirement plans.
Read MoreEpisode 39: Taxes in Retirement – Surprises, Pitfalls and Opportunities
In this episode, Katie discusses avoiding tax surprises and maximizing pleasant ones in retirement.
Read MoreEpisode 38: Retirement Confidence – Navigating 8 of the Top Financial Risks
In this episode, Eric and Katie discuss strategies for managing the biggest financial threats to retirement security.
Read MoreEpisode 37: Balancing the Risks of Both Inflation and Market Volatility
In this episode, Eric and Katie examine the dangers of exposing your savings to greater market risk in order to combat inflation.
Read MoreEpisode 36: Retirement Planning in the Era of the SECURE Act
In this episode, Eric and Katie discuss navigating recent changes to your IRA, 401(k) and other retirement accounts.
Read MoreEpisode 35: You Could Have More Control Over Your Taxes Than You Might Think
In this episode, Eric and Katie discuss how you can control when taxes are paid, and how that decision can impact the amount of taxes you pay.
Read MoreEpisode 34: Overlooked Strategies for Boosting Retirement Income
In this episode, Eric and Katie talk about how an ideal retirement requires organizing all methods available to get the income you need.
Read MoreEpisode 33: The Retirement “Perfect Storm”
In this episode, Eric and Katie discuss the steps needed to protect retirement from today’s unprecedented challenges.
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