Guarding Your Nest Egg
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It took decades of work and sacrifice to get to where you are now We have a vested interest in helping you protect your lifestyle, health, and nest egg

Avoiding Financial Penalties

As the holiday season approaches, you’ll appreciate Mike sharing his own Christmas Vacation tree moment that happened with his family. Then we uncover...
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Is a Deep Correction Inevitable?

After some lighthearted chat about the latest fake food for sale, Mike gets very real about the most recent economic numbers, volatility and how it co...
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New Fees & New 401(k) Rules

Many Americans are squeezing in one last summer getaway this Labor Day weekend. Whether traveling for fun or business, most of us have asked to check-...
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Economic Impact of Vaccinations

Opinions are plentiful in 2021, but this episode is focused on what to consider based on known financial facts. For example, with American household d...
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Recent Dips & New vs. Old

Remember when “New Coke” was introduced in 1985? Consumers were so outraged that within 77 days Coca-Cola Classic was reintroduced. Today, there are a...
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Biden & Your Bank Account

Biden’s Americans Rescue Act expanded the Child Tax Credit significantly, and families across America recently started receiving monthly checks in the...
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