Based on a recent article from Kiplinger, let’s talk about the five keys or rather, “five D’s” of retirement planning…

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Phone: 704-529-9500

Guest Dan Cuprill joins the show to share how purposeful living, fearless financial planning, and pursuing passions like travel and adventure can transform retirement into a fulfilling “fourth quarter” of life.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Let’s discuss some things in the financial world that don’t always get the love that they deserve…

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Phone: 704-529-9500

Let’s talk about a few things in the financial world that might not be all they’re cracked up to be and some things that don't always get the love they deserve.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Sometimes people who have reached a conventional retirement age say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

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Website: https://insightfolios.com/

Phone: 704-529-9500

It’s always bad when somebody dies unexpectedly without any life insurance and leaves their family in a difficult financial position. But it might be even worse when somebody has life insurance that doesn’t pay out because they made one of these mistakes…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Turning 62 might not seem like a big milestone since it’s not a number that ends in zero. But it’s a big milestone year when it comes to Social Security, because now you can start collecting checks, if you want to. But should you? Before you make a move, it’s important to know your “why” for whatever you choose.

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Website: https://insightfolios.com/

Phone: 704-529-9500

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans…

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Website: https://insightfolios.com/

Phone: 704-529-9500