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Ep 101: End of the Year Planning Pt. 2

The Key Points:  Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint. Some pre-retirees hope to retire early but haven’t...

Ep 59: Frequently Asked Questions About 401Ks

The Setup: On this episode of Unlocking Your Financial Future, we answer some frequently asked questions about 401Ks. https://mcdn.podbean.com/mf/web/pf7ikp/059_-_BEN_SCHROCK_-_401K_FAQaknj1.mp3 Click the timestamps below to skip to a specific topic in the episode....

Ep 57: Five Financial Commandments to Follow

The Setup: On this episode, we share five commandments that should be written on stone tablets in your retirement plan. https://mcdn.podbean.com/mf/web/ctn6yx/057_-_BEN_SCHROCK_-_FINANCIAL_COMMANDMENTS7bcpk.mp3 Click the timestamps below to skip to a specific topic in...