Category: Podcasts
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Empowering Financial Futures: Practical Tools for Budgeting and Saving
Saving money doesn’t have to be difficult. If you find yourself in need of tips and tricks for budgeting and growing your personal savings, in...
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Prosperity vs. Perception: Unraveling the Economic Disconnect
Despite record highs in major stock market indices and decreasing unemployment rates, many Americans express dissatisfaction and unhappiness, suggesting a disconnect between economic indicators and...
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Protecting Your Wealth: Insights from the Tim Duncan Scandal
Ronald Reagan said it best, trust but verify. In this week’s special edition of Retire in Texas, Darryl Lyons dives into the world of financial...
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Tax-Smart Retirement Planning: Insights on Roth Conversions
For those looking to optimize their long-term wealth preservation and succession planning, strategic Roth conversions may be the answer you are searching for. In this...
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Investing with Confidence: Understanding Structured Products
If you’re someone who’s hesitant to invest due to fear of market volatility and often find yourself hoarding your money under your mattress, then this...
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Finding Balance in Wealth Management
Finding the delicate balance between passive oversight and active involvement in personal financial management is a crucial challenge that everyone has to learn to overcome....
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Self-Reflection and Financial Planning
With the 2024 presidential election right around the corner, the significance of focusing on what one can control amid external uncertainties can’t be stressed enough....
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Investing in a Year of Political Noise
With the 2024 Presidential election just around the corner, it is more important than ever to equip ourselves with the knowledge and mindset necessary to...
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Understanding Financial Implications of the 2024 Election
As the 2024 Presidential election approaches, it’s crucial for Americans to discern what truly matters to them in order to make informed voting decisions. In...
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Estate Strategies: Maximizing Wealth, Minimizing Taxes
For 2024, estates exceeding $13,610,000 (or $26 million for married couples) may be subject to estate taxes, making strategic planning essential for wealth preservation, and...
