More than likely your financial life is scattered among various bank accounts, retirement plans, and other financial instruments, but you need to align those resources to achieve a variety of different financial goals. How can you get the clarity needed to see your entire financial life in one place and determine what's needed to get on track for your most important financial goals? With the help of special guest Greg Furer, CFP®, CRPC®, CPFA, we're helping you with that on today's episode of the Wise Money Show.
How to Solve the Retirement Crisis
Adult Children Are Impacting Parents Retirement
The Roth 401(k) Tax Trap
Risks, Rewards, and Regrets of the FIRE Movement
Financial Lessons from March Madness
The Four Laws of Rental Real Estate
Most Valuable Planning Concept - Estate Planning
Most Valuable Planning Concept - College Planning
Most Valuable Planning Concept - Retirement Planning
Most Valuable Planning Concept - Investment Planning
Most Valuable Planning Concept - Tax Planning
Most Valuable Planning Concept - Protection Planning
Most Valuable Planning Concept - Present Financial Position
The 20-Year Term Life Insurance Mistake
Converting Your RMD into a Tax Penalty
The Financial Do's and Don'ts Before Having a Baby
Seven Promises For This Year's Taxes
The Retirement Spending Gap
Retirement Withdrawal Strategies
The Dangers of Preparing Your Own Tax Return
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