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Ep 77: Potential Tax Reforms Part 1

The Setup: You’ve probably heard a lot about tax reforms recently. How will these proposed changes impact your portfolio? What can you do to protect yourself? The Combination and Key Points:  On this episode of Unlocking Your Financial Future, we are going to discuss...

Ep 38: Should You Be Wary of Dave Ramsey’s Advice?

The Setup: Dave Ramsey has become one of the leading names and brands in finance and for good reason. The advice he gives benefits a lot of people across the country but is all that guidance applicable to you? Let’s look at his most popular teachings and determine how...

Ep 20: The Pros and Cons of Investing in Mutual Funds

The Setup: Mutual funds have been a popular investment option for many years, but is the landscape changing? Let’s take a look at the pros and cons of using mutual funds as part of your retirement plan and help you decide whether it needs to be a part of your...