You may not have heard, but there's a second SECURE Act making its way through Congress that could mean massive changes for your financial planning. We'll dive into what to expect from this new bill, if it becomes law.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Let’s take some quotes from Walt Disney and turn them into financial wisdom.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Let’s explore some of the financial lies people sometimes tell themselves and how it can affect their retirement plan.

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Website: https://insightfolios.com/

Phone: 704-529-9500

The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV, and with just a little bit of creativity, a few of them can be turned into solid financial and investing wisdom.

We'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning?

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Kevin will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

You may not have heard, but there's a second SECURE Act making its way through Congress that could mean massive changes for your financial planning. We'll dive into what to expect from this new bill, if it becomes law.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see what they can tell us about retirement planning.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500