Episodios

  • Investment vs. Retirement

    Investment vs. Retirement
    Sep 18 2021
    In this episode we talk about your investments and your retirement and how to balance both.
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  • Inflation and the Markets

    Inflation and the Markets
    Aug 21 2021
    In this show Ed talks about the markets, inflation and Covid and strategies to help protect your finances.
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  • Markets, Inflation and Retirement Planning

    Markets, Inflation and Retirement Planning
    Aug 7 2021
    The importance of retirement planning has never been more important. In this episode we discuss how to plan for market fluctuations and inflation.
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  • Healthcare Planning in Retirement

    Healthcare Planning in Retirement
    Jun 26 2021
    In this episode Ed and Tom talk about the importance of healthcare planning and having a solid Medicare strategy.
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  • What to do about financial risk

    What to do about financial risk
    Jun 12 2021
    In this episode Ed and Tom talk about ways to help minimize your financial risk.
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  • Inflation and the Markets

    Inflation and the Markets
    Jun 5 2021
    In this episode we discuss rising inflation, market volatility and to protect your finances.
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  • Understanding Different Types of Annuities

    Understanding Different Types of Annuities
    Apr 24 2021
    In this episode we talk about the major differences between Variable and Fixed annuities. You need to know what annuities can offer, which ones can help you and which ones can cost you.
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  • Financial House Calls

    Financial House Calls
    Apr 10 2021
    In this show we talk about financial planning right from your own home. Tom and Ed talk about the importance of financial planning and retirement income planning and how they will meet with you in your own home to save you time and money.
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