With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Makin’ a list and checkin’ it twice! In this episode, we’ll walk through a few scenarios and reveal whether the financial advisor in each one is acting naughty or nice.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Even some seemingly negative financial circumstances can have a silver lining...

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Website: https://insightfolios.com/

Phone: 704-529-9500

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

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Website: https://insightfolios.com/

Phone: 704-529-9500

What can air travel teach us about retirement planning?

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Website: https://insightfolios.com/

Phone: 704-529-9500

This talented musician has taken over pop culture and is now engaged to NFL star Travis Kelce. But what wisdom does Taylor Swift have for us when it comes to retirement? Let’s go through some of her lyrics and find out…

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Website: https://insightfolios.com/

Phone: 704-529-9500

What can the game of golf teach us about retirement planning?

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Website: https://insightfolios.com/

Phone: 704-529-9500

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?

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Website: https://insightfolios.com/

Phone: 704-529-9500

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today…

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Website: https://insightfolios.com/

Phone: 704-529-9500