On the Money with Secure Money: Episode 147

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You should never build a plan around a market that you can’t control, because that means that you must have the market cooperate 100% of the time in order for you to be successful with your investments.

On the Money with Secure Money: Episode 145

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Your 401(k), your IRA, your 403 B account. That money is tax deferred money, which means that every dollar that comes out is going to be taxable, and if you don’t do any type of tax planning, that tax bill is going to become larger and larger.

On the Money with Secure Money: Episode 144

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Some of the questions I typically get, are annuities a good way of preventing myself from running out of money? And the answer is yes, because annuities are an insurance product. That’s exactly what they’re designed for, right?