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My Advisor Recommended an Annuity. Should I Buy It?
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How Do I Build My Initial Cash Cushion for Retirement?
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The 10 R's for a Joyful Retirement with Cesar Aguirre
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Retirement Goal Case Study
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How to Navigate Goals as Life Unfolds
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Building Agile Retirement Goals
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Setting Retirement Goals: The Paradox of Knowing What You Want
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Simple Isn't Easy: Carl Richards on Life and Retirement
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The Difference Between an IRS Late Payment Penalty and Interest
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How to Read Your Social Security Statement
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Don't Get Cute with Your Retirement Investments
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Navigating Medicare in 2025
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Should I Do a "Free" Retirement Analysis?
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Direct Indexing vs. Mutual Fund or ETFs
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Elder Care Options for Singles
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How to Choose a Retirement Coach
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Replay: How to Manage Your Scarcity Brain
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Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby
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Replay: My Experience Moving to a Retirement Community
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Replay: The State of Retirement Planning with Michael Kitces
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Replay: How to Retire with Christine Benz
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I Just Lost My Job. Can I Retire Now?
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How to Quality Check Your Retirement Plan
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How to Rebalance Your Portfolio in Retirement
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How to Improve Your Retirement Travel
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Process Over Panic: What You Should Pay Attention To
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Process Over Panic: Investing with Charles Ellis
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Process Over Panic: Building a Great Life with Dr. Meir Statman
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Process Over Panic: Social Security
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Process Over Panic: Why to Resist the Urge to Think It's Different This Time
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Retirement Basics: Fixed Annuities (aka MYGAs)
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Retirement Basics: Building Energy
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Retirement Basics: Asset Allocation
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Retirement Basics: What Every Spouse Should Know
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Is My Retirement Safe? Navigating Financial Security in Uncertain Times
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Curiosity: The Key to a Happy Retirement
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How to Set Up Your Paycheck in Retirement
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What Life Expectancy Should I Use in My Retirement Plan?
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Should I Have Private Equity in My Portfolio?
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Retirement Plan Live Debrief with Tanya Nichols
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Take Action Now for a Resilient Retirement
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Don't Fly by Feeling in Retirement
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Rocking a Solo Retirement: Nick's Views/Laura's Views
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Rocking a Solo Retirement: Nick's Resources/Laura's Resources
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Rocking a Solo Retirement: Nick's Goals/ Laura's Goals
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Rocking a Solo Retirement: Meet Nick/Meet Laura
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Retiring Single with Tanya Nichols, CFP
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Close Out the Year with Intention
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Learn What to Ignore with Dr. Daniel Crosby
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Gear vs. Stuff with Michael Easter
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How to Retire with Christine Benz
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Year-End Planning: Charitable and Family Giving
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Retirement Year End Planning: Withdrawing from Assets
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Retirement Year End Planning: Contributing to Assets
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Retirement Year End Planning: Tax-Loss Harvesting
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Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
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Think Smart, Retire Smarter: Circle of Competence
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Think Smart, Retire Smarter: The Map vs The Territory
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Think Smart, Retire Smarter: Second Order Thinking
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Think Smart, Retire Smarter: Inversion
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
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Stories from Unique Retirements
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Retire Without Borders: An Expat Primer
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Securing Their Future - Retiring with Special Needs Children
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Service, Sacrifice, and Second Acts: Military Retirees
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Roth 401K or Not? When Should I Switch?
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What Income Sources are Included for the IRMAA Calculation?
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Financial Advisor Certifications - What They Mean for You
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Steps to Secure Your Personal Information
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Be a Super Communicator with Charles Duhigg
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Lessons from Mike and Judy’s Investment Experience
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Legal Tender: Tallying Their Resources
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The Lifestyle We Want in Retirement
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The Educator and the Esquire - Meet Mike and Judy
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How Can I Get an IRMAA Exception?
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I’m Afraid to Buy Stocks in Retirement! What Should I Do?
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Should I Get a Mortgage for My Retirement Home?
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Stop Doing These Things in Retirement
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My Experience Moving to a Retirement Community
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Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
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How Much Money Do I Really Need to Retire?
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Ask Better Retirement Questions
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The State of Retirement Planning with Michael Kitces
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How to Manage Your Scarcity Brain with Michael Easter
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Overcoming Frugality in Retirement with Dan Crosby
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What is True Retirement Planning? With Christine Benz
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How Systems Thinking Can Improve Your Retirement with Rick Nason
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What Can I Learn from the FIRE Movement?
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The Challenges of FIRE
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The Benefits of FIRE
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What Is the FIRE Movement?
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Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets
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Retirement Plan Live - Mature Marriage: Shared Resources
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Retirement Plan Live: Mature Marriage - Shared Goals
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Retirement Plan Live: Mature Marriage - Mary’s Story
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Retirement Plan Live: Mature Marriage - Mark’s Story
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Should I Withdraw from My IRA to Pay Off My Mortgage?
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