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Summer Reruns: Keep Investments Simple with Peter Lazaroff
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Summer Reruns: Retiring Single with Tanya Nichols
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Retirement Toolkit: Never Worry About Money Again with Jesse Mecham
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Retirement Toolkit: How do you Balance Optimization with Simplification
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Retirement Toolkit: How to Rebalance a Retirement Portfolio
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Retirement Toolkit: How Does Step Up in Cost Basis Work
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Retirement Toolkit: How Required Minimum Distributions (RMDs) Work
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IRMAA: The Medicare Premium Surprise and How to Avoid It
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Mutual Funds vs. ETFs- Which is Better for Retirement?
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Know What You Pay: A Guide to Investment & Advice Costs
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Take the Retirement Leap of Faith with Jordan Grumet
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Decluttering for Retirement: Your Step-by-Step Plan
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Decluttering for Retirement: Why It's So Hard and How to Push Through
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Decluttering for Retirement: How a Simpler Life Helps You Rock Retirement
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Decluttering for Retirement: It's More Than Cleaning Out Your Closet
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How Long Will You Live After Retirement?
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Listener Questions: How Do I Create a Diversified Portfolio?
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Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?
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Listener Questions: Should I Take Social Security Early and Invest It?
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Listener Questions: Should I Move My 401K into an IRA When I Retire?
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Why Even the Best Retirement Calculator is Wrong
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Retirement Talk with Dr. Wade Pfau
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Healthcare Before Medicare: Retiree Feedback
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How to Feel Loved with Dr. Harry Reis
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Healthcare Before Medicare: Creating Your Own Action Plan
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Healthcare Before Medicare: How to Lower Your Costs
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Healthcare Before Medicare: Your Options
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Healthcare Before Medicare: What Happens When You Retire Before 65?
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Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early
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Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources
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Retire on Fire- Rocking an Early Retirement: Henry and Lucy's FIRE Goals
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Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy
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Year-End Planning: Estimated Tax Payments
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Year-End Planning: The Basics of Charitable Giving
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Year End Planning: RMD Rules for IRAs & Inherited IRAs
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Year-End Planning: Annual Gifting Rules
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Year-End Planning: Tax-Loss Harvesting
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Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?
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My Advisor Recommended an Annuity. Should I Buy It?
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How Do I Build My Initial Cash Cushion for Retirement?
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The 10 R's for a Joyful Retirement with Cesar Aguirre
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Retirement Goal Case Study
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How to Navigate Goals as Life Unfolds
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Building Agile Retirement Goals
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Setting Retirement Goals: The Paradox of Knowing What You Want
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Simple Isn't Easy: Carl Richards on Life and Retirement
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The Difference Between an IRS Late Payment Penalty and Interest
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How to Read Your Social Security Statement
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Don't Get Cute with Your Retirement Investments
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Navigating Medicare in 2025
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Should I Do a "Free" Retirement Analysis?
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Direct Indexing vs. Mutual Fund or ETFs
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Elder Care Options for Singles
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How to Choose a Retirement Coach
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Replay: How to Manage Your Scarcity Brain
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Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby
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Replay: My Experience Moving to a Retirement Community
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Replay: The State of Retirement Planning with Michael Kitces
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Replay: How to Retire with Christine Benz
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I Just Lost My Job. Can I Retire Now?
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How to Quality Check Your Retirement Plan
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How to Rebalance Your Portfolio in Retirement
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How to Improve Your Retirement Travel
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Process Over Panic: What You Should Pay Attention To
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Process Over Panic: Investing with Charles Ellis
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Process Over Panic: Building a Great Life with Dr. Meir Statman
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Process Over Panic: Social Security
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Process Over Panic: Why to Resist the Urge to Think It's Different This Time
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Retirement Basics: Fixed Annuities (aka MYGAs)
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Retirement Basics: Building Energy
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Retirement Basics: Asset Allocation
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Retirement Basics: What Every Spouse Should Know
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Is My Retirement Safe? Navigating Financial Security in Uncertain Times
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Curiosity: The Key to a Happy Retirement
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How to Set Up Your Paycheck in Retirement
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What Life Expectancy Should I Use in My Retirement Plan?
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Should I Have Private Equity in My Portfolio?
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Retirement Plan Live Debrief with Tanya Nichols
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Take Action Now for a Resilient Retirement
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Don't Fly by Feeling in Retirement
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Rocking a Solo Retirement: Nick's Views/Laura's Views
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Rocking a Solo Retirement: Nick's Resources/Laura's Resources
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Rocking a Solo Retirement: Nick's Goals/ Laura's Goals
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Rocking a Solo Retirement: Meet Nick/Meet Laura
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Retiring Single with Tanya Nichols, CFP
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Close Out the Year with Intention
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Learn What to Ignore with Dr. Daniel Crosby
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Gear vs. Stuff with Michael Easter
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How to Retire with Christine Benz
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Year-End Planning: Charitable and Family Giving
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Retirement Year End Planning: Withdrawing from Assets
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Retirement Year End Planning: Contributing to Assets
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Retirement Year End Planning: Tax-Loss Harvesting
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Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
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Think Smart, Retire Smarter: Circle of Competence
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Think Smart, Retire Smarter: The Map vs The Territory
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Think Smart, Retire Smarter: Second Order Thinking
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Think Smart, Retire Smarter: Inversion
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
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