Was 2020 a rough year at work? Have you worked at the same job with the same company for 25+ years? Maybe you aren’t ready to retire, but the job is getting old
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In this episode, Adam and Ben talk about what to expect in the initial meeting with us. That first meeting is better understanding what do you value? What is
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In this episode, Ben is joined by Katie McKenna from Thrivos Consulting. Katie is a professional coach and bestselling author of "How To Get Run Over By A
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In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one. We want to share our suggestions for someone who
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In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this
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In this episode, we discuss why it's important to prepare for the worst with the help of a financial planner.
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In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those
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In this episode, we will discuss the advisor options available to you depending on your expectation for level of engagement, financial planning approach and
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This episode's topic on the 4% withdrawal rule comes from a listener question! We will define the 4% withdrawal rule and give tips for developing a revenue
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If you're thinking about paying off your mortgage, it's best to consider the domino effect your decision may have on other parts of your financial plan. In
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Listen in on our conversation, focused on the impact that the election could have to your financial plan. This is not a political conversation.
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In this episode, we share a few tips to take that first step with financial planning and why it's important to do so. If you are having trouble getting started
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