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.
The Biggest Financial Planning Gaps
Protect Your Finances From Identity Theft
Investment Strategies as You Enter Retirement
Planning Strategies for the SECURE Act 10-Year Rule
Time to Prepare for Higher Taxes
How to Talk to Your Kids About Money
Discussing Finances with Your Family - The 70/40 Rule
How the New Stimulus Plan Affects Your 2020 Taxes
Early Withdrawals From Retirement Accounts Through CARES Act
Is My Home Office Tax Deductible? Biggest Tax Questions Part 2
The Most Important Variable When Retiring
Making Sense of the Most Important Short Squeeze Ever
The Biggest Tax Questions from 2020
Should You Have Multiple Investment Strategies?
How Much House Can You Afford?
Health Insurance Options in Early Retirement
The Current Retirement Boom
Stock Market Outlook for 2021
How To Make 2021 Your Best Financial Year Ever
Last Minute Tax Planning for 2020
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