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Healthy, Wealthy, & Wise Retirement Podcast

Sep 27, 2022

On today's episode, I share with you a high-level overview of the process our firm offers retirees each fall, called our Medicare Readiness Report. In short, this is a simplified one-page report that cuts to the chase, showing prices and coverage for option #1, which we refer to as Traditional Medicare, compared with...


Sep 13, 2022

So you have a low-cost, well-diversified portfolio, and you've even managed to invest within your risk tolerance. But do your investments align with your personality? Are they in sync with your beliefs and with the trends that you see evolving?

On today's episode, we hop into our time machine to discuss how investment...