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Insights

Home is Where the Heart is…Especially in Taxes (17:59)

Home is Where the Heart is…Especially in Taxes (17:59)
April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
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Life Is Uncertain – Consider Disability Insurance

Life Is Uncertain – Consider Disability Insurance
March 13, 2019
You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...
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New Tax Plan…So Many New Decisions To Be Made (29:46)

New Tax Plan…So Many New Decisions To Be Made (29:46)
March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
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Hitting the Jackpot! Managing Financial Windfalls (23:47)

Hitting the Jackpot! Managing Financial Windfalls (23:47)
February 19, 2019
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...
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Bond Ladders

Bond Ladders
February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
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Resolution Revolutions: Planning Your Goals for the Year (40:37)

Resolution Revolutions: Planning Your Goals for the Year (40:37)
January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
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Enrolling In Medicare: A Few Quick Tips

Enrolling In Medicare: A Few Quick Tips
January 19, 2019
During the Medicare open enrollment period, all Medicare beneficiaries have the option to reconsider their Medicare coverage for the...
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Are You Prepared for an Emergency? (27:00)

Are You Prepared for an Emergency? (27:00)
January 8, 2019
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual...
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Opportunity Zones

Opportunity Zones
January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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Mariner Mail: Checking Our Inbox (20:34)

Mariner Mail: Checking Our Inbox (20:34)
December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
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Buying A Car? Hit The Brakes And Listen To This Podcast First (29:19)

Buying A Car? Hit The Brakes And Listen To This Podcast First (29:19)
November 27, 2018
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over...
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Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities
November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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Activating your true potential: A conversation with Heroic’s CEO

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You’re ready to protect what you’ve built

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