legacy planning

Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.

1. 1▶The 10-Year Tax Trap Most Retirees Never See ComingBeyond the Money25:04Notes
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2. 2▶Don't Waste Your Go-Go Years: Tactical Planning for Active RetirementRetirement Coffee Talk24:18Notes
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3. 3▶Can Your Retirement Plan Survive the Next Market Shock?Ready, Set, Retire!17:16Notes
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4. 4▶Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?Retirement Coffee Talk48:30Notes
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5. 5▶Interview w/ the Founder of Market Guard, Brad JenkinsBeyond the Money33:28Notes
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6. 6▶Will Your Family Know What to Do When You’re Gone?Beyond the Money22:54Notes
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7. 7▶Who Really Owns Your Home? The Property Tax TrapRetirement Coffee Talk52:32Notes
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8. 8▶Boomers, Markets, and the Income Question That Matters MostReady, Set, Retire!13:59Notes
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9. 9▶Monopoly, Market Crash, and the Math Behind Your Life SavingsRetirement Coffee Talk49:34Notes
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10. 10▶Is Your Retirement Plan Still on Track?Beyond the Money22:30Notes
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11. 11▶Ditch the 65 Myth: How to Retire at 62 with Financial ConfidenceRetirement Coffee Talk26:37Notes
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12. 12▶Can AI Really Plan Your Retirement?Ready, Set, Retire!13:59Notes
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13. 13▶Retire by Design: The Secret to Spending More and Worrying LessRetirement Coffee Talk51:11Notes
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14. 14▶The Two Choices Every Retiree Faces About RiskBeyond the Money22:25Notes
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15. 15▶Get Rich or Protect Your Wealth? The Big Retirement DilemmaRetirement Coffee Talk20:01Notes
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16. 16▶The Retirement Tool More Advisors Are Finally Talking AboutReady, Set, Retire!14:01Notes
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17. 17▶The #1 Portfolio Shift You Must Make Before RetiringRetirement Coffee Talk48:49Notes
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18. 18▶Why Investing Alone Is Not a Retirement PlanBeyond the Money20:21Notes
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19. 19▶You've Won the Race: Why Risk Your Retirement Nest Egg Now?Retirement Coffee Talk24:10Notes
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20. 20▶You Don't Need $1 Million to Retire? Here's WhyReady, Set, Retire!16:09Notes
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21. 21▶The 401k Tax Trap: Is Uncle Sam Draining Your Wealth?Retirement Coffee Talk47:02Notes
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22. 22▶The Retirement Blind Spot Most People MissBeyond the Money21:33Notes
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23. 23▶Do You Really Know What’s in Your Retirement Plan?Ready, Set, Retire!16:58Notes
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24. 24▶Is Financial Freedom About Money—or Something Bigger?Beyond the Money20:22Notes
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25. 25▶The 5 Forces That Could Make or Break Your RetirementBeyond the Money21:54Notes
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26. 26▶The Risk Behind Today’s Market MomentumBeyond the Money21:48Notes
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27. 27▶Stop Hoarding Wealth—Start Funding Your LifeReady, Set, Retire!16:49Notes
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28. 28▶The Retirement Paycheck That Changes EverythingReady, Set, Retire!17:47Notes
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29. 29▶Your 401(k) Was Never Meant to Be Your PaycheckReady, Set, Retire!18:17Notes
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30. 30▶The Roth IRA Rule Change That Could Reshape Your PlanReady, Set, Retire!18:22Notes
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31. 31▶The 22-Step Plan for Income, Protection, and Peace of MindRock on Retirement34:45Notes
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32. 32▶Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too LateRock on Retirement34:45Notes
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33. 33▶The 15% Fee That Can Nuke Your Nest Egg — Coach Pete’s “Financial Fill-Up” Plan Is the Escape HatchRock on Retirement34:51Notes
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34. 34▶401(k) Secrets, Roth vs. Traditional Smackdown, and the “Safe Money” Moves Wall Street Won’t Spell OutRock on Retirement35:04Notes
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35. 35▶"Only the Paranoid Survive” — Coach Pete and Russ Hackman Call Out Wall Street’s Favorite Trick on RetireesRock on Retirement34:15Notes
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36. 36▶The Retirement Wake-Up Call Most People Get Way Too LateRock on Retirement34:57Notes
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37. 37▶The One Thing Retirement Never Prepares You For — Even If the Money’s RightRock on Retirement34:45Notes
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38. 38▶The Retirement Red Zone: Moves You Can’t Afford to MissRock on Retirement34:45Notes
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39. 39▶The Retirement Killers Hiding in Your 401(k) (And How to Rock Past Them)Rock on Retirement35:04Notes
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40. 40▶Why Wall Street Loves Volatility — And Why Retirees Shouldn’tRock on Retirement34:15Notes
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