Episode 385: Steve and John discuss steps you can take now to make sure someone could successfully step in and manage your financial affairs if the unexpected happens. They will also give you some insight into international stock trends you may want to consider as you plan your portfolio.
Debunking Pessimism | Escaping Scarcity
ESG Investing | Dollar vs. Yuan
Cutting Complexity | Time-Tested Tactics
IRA Insights | The Fed
Bankruptcy Breakdown | Healthy & Happy
Long-Term Care | Tax Refunds
Selling a Home | The HSA
Social Security Taxes | SECURE Act 2.0
Blown Retirements | Aging Parents
Wealth Plans | Wills vs. Trusts
Becoming Rich | Filing Taxes
Bad Habits & Retirement Portfolios
2022 Review & Protecting Your Money
Market Movement & Automated Success
The Fed & Financial Resolutions
Market Predictions & Tax Spending
Planning Blunders & Risk Assessment
Combining Finances & Suddenly Single
Secure Act 2.0 & Unclaimed Money
Biggest Regrets & HELOCs 101
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