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Financials

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June 2024 Retirement Planning Highlights: Key Insights and Listener Picks | David W. Shotwell, CEO, Shotwell Rutter Baer.
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July 2020 Update from Nathan Mersereau, President of Planning Alternatives | Nathan Mersereau, President, Planning Alternatives Ltd.
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Combatting Inflation in Retirement Plans | Hyden Ross, Director, Pathway Financial Planners.
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Achieving Financial Freedom: A Client's Journey to Caravanning Around Australia | Hyden Ross, Director, Pathway Financial Planners.
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Strategies for Managing Health Care Expenses in Retirement | David W. Shotwell, CEO, Shotwell Rutter Baer.
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What IAM Financial Offers: An Overview by Richard Feight | Richard Feight, President, IAM Financial, LLC.
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May Update from Nathan Mersereau, President of Planning Alternatives | Nathan Mersereau, President, Planning Alternatives Ltd.
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Navigating Financial Uncertainty in a Potential Recession with Hyden Ross | Hyden Ross, Director, Pathway Financial Planners.
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Dan Danford on Client-Centered Financial Advising at Family Investment Center | Dan Danford, CEO, Family Investment Center.
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Real-Life Financial Success: A Client Story by Hyden Ross | Hyden Ross, Director, Pathway Financial Planners.
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Balancing CDs and Bonds: Crafting a Strategic Retirement Portfolio | David W. Shotwell, CEO, Shotwell Rutter Baer.
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Aligning Your Budget with Your Values: A Deeper Look at Spending Choices | Richard Feight, President, IAM Financial, LLC.
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April Update from Nathan Mersereau, President of Planning Alternatives | Nathan Mersereau, President, Planning Alternatives Ltd.
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Maximizing Market Opportunities: Tips from Nathan Mersereau | Nathan Mersereau, President, Planning Alternatives Ltd.
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In-Depth Review of Target Date Funds: Pros, Cons, and Recent Insights | David W. Shotwell, CEO, Shotwell Rutter Baer.
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How Budgeting Helped Me Achieve a Bucket List Goal: Richard Feight's Personal Story | Richard Feight, President, IAM Financial, LLC.

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