retirement

Ep 10: The Most Important Birthdays in Retirement Planning

Retirement planning is an ongoing process but there are key dates where new opportunities open up and decisions have to be made. Today we’ll take you through the key birthdays in retirement planning and tell you what happens at each age.

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Ep 9: When Guessing at Retirement’s Most Important Questions Goes Wrong

If you aren’t working with an advisor you could end up guessing a lot when it comes to planning for retirement. On today’s episode, we are going to break down some of retirement’s most important questions and what can go wrong if you end up guessing at them.

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Ep 8: How to Recognize Your Own Voice of Greed

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom.

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Ep 7: Could a Financial Bias be Costing You?

Are you aware of any money biases you have? How much could they be costing you?

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9 Facts About Retirement that May Surprise You

Retirement can have different meanings for different people. Today, we explore 9 interesting facts about retirement. How do these change your perception on this next phase in life?

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Understanding Tax Consequences on Retirement Accounts

Tax consequences are one reason retirement planning can be so difficult, leaving many people confused about which accounts best fit their needs.

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Episode 2: Our Financial Planning Process

What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?

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Episode 1: Getting to Know Spiros

On today’s episode, we are going to take this opportunity to get to know Spiros and how he’s helping clients become more educated and confident in their financial decisions.

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