Personal Financial Growth: The Retirement Investing Podcast Por arte de portada

Personal Financial Growth: The Retirement Investing Podcast

De: Jason T. Micheli PhD: Financial Advisor and Investment Manager
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  • Resumen

  • Jason T. Micheli, PhD will teach you how to invest and how to retire comfortably. Listen as Jason Micheli answers the questions on the minds of modern investors and those planning for retirement. Check out the Personal Financial Growth Podcast for answers on investments, retirement, social security, and more. Lean more at http://pfgpodcast.com
    This website and its content is copyright of the Einstök Wealth Management LLC. All rights reserved.
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Episodios
  • Setting Up Your Emergency Fund

    Setting Up Your Emergency Fund
    Mar 31 2024

    Setting Up Your Emergency Fund

    Life is full of surprises. Unfortunately, some of these surprises can be costly and difficult to manage. That’s where your emergency fund comes in. This is a savings account that you set up specifically for unexpected expenses. By having this money saved up, you can avoid taking on high-interest debt or dipping into other savings or investing accounts when something unexpected comes up.

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    Investing Resources

    • Free Financial Assessment: https://einstokwealth.com/start-here
    • Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
    • More Resources: https://einstokwealth.com/links/

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    Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

    To enquire about working with Jason, start here: https://einstokwealth.com/start-here

    To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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    ©2024 Jason T. Micheli. All rights reserved.
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    4 m
  • The Decision Making Process in Investing

    The Decision Making Process in Investing
    Oct 9 2023

    The Decision Making Process in Investing

    While we cannot predict the future with certainty, making a choice empowers us with a sense of control and responsibility.

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    Investing Resources

    • Free Financial Assessment: https://einstokwealth.com/start-here
    • Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
    • More Resources: https://einstokwealth.com/links/

    ————————

    Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

    To enquire about working with Jason, start here: https://einstokwealth.com/start-here

    To learn more about Jason, visit https://einstokwealth.com/jason-micheli

    ————————

    ©2023 Jason T. Micheli. All rights reserved.
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    11 m
  • Top Questions About Retirement Investing

    Top Questions About Retirement Investing
    Sep 26 2023

    Today we answer top questions about retirement investing from our listeners and readers. Topics include:

    • How can I calculate how much I truly need to save for retirement?
    • If my investments are large enough, can I stop saving for retirement?
    • When should I start collecting social security?
    • When is the best time to convert traditional IRAs to Roth IRAs?
    • Should we refinance our jumbo loan to a conventional loan?
    • How do HSAs work?

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    Investing Resources

    • Free Financial Assessment: https://einstokwealth.com/start-here
    • Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
    • More Resources: https://einstokwealth.com/links/

    ————————

    Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

    To enquire about working with Jason, start here: https://einstokwealth.com/start-here

    To learn more about Jason, visit https://einstokwealth.com/jason-micheli

    ————————

    ©2023 Jason T. Micheli. All rights reserved.
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    15 m
Economía Finanzas Personales
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