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09/08/2018
Some things in life you can’t leave to chance, and that includes your financial game plan. On this show, learn 7 reasons why a second opinion could save your retirement.
Topics: Investments, Retirement
Co-host: Paul West, Jim Caldwell
09/01/2018
How much will you pay in taxes in retirement on your IRA, 401K and other investments? On this episode, learn how some forward-looking tax strategies could help you save thousands.
Topics: Retirement, Taxes
Co-host: Paul West, Jim Caldwell
08/25/2018
Do you plan to retire in the next 5 years? If so, that clock is officially ticking. But, there is a lot more work to be done than you know. The planning and preparation you do now can determine your success or failure.
Topics: Retirement, Preparation
Co-host: Paul West
08/18/2018
Some things in life you can’t leave to chance, and that includes your financial game plan. Learn 7 reasons why a second opinion could save your retirement on Wealth From Wisdom.
Topics: Retirement, Financial Game Plan
Co-host: Ron Carson, Paul West
08/11/2018
Almost $10 Billion in Social Security benefits goes unclaimed every year. But that’s just the tip of the iceberg. On this episode, learn how to navigate the complicated process of claiming your benefits.
Co-host: Paul West
08/04/2018
65% of Americans do not fully trust financial services. On this episode, Ron and Paul discuss the negative side of financial services, and how you can avoid it.
Co-host: Paul West
07/28/2018
Baby Boomers are set to inherit $11.6 Trillion from the greatest generation. But, 1 in 3 people who receive an inheritance will go bust in 2 years. On this episode, Paul and special guest Jeremy Willner of MAG Wealth Management will talk about how to handle receiving an inheritance.
Co-host: Paul West, Jeremy Willner
07/21/2018
Every day you are force-fed investing advice from all directions. How can you tell what is good advice and what isn’t? On this episode, learn how to navigate the fact and fiction of financial advice.
Topics: Financial Advice
Co-host: Paul West
07/14/2018
More than 40% of Americans are at risk of going broke in retirement. Tune in to this week’s episode to learn why that statistic is true, and how you can make sure you aren’t part of it.
Co-host: Paul West
07/07/2018
What does it mean to be financially independent, and how can you get there? Learn all about what being financially independent means for you.
Topics: Financial Independence
Co-host: Paul West