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ADV Part 2A and 2B
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One Degree
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Retire Confidently
$1M vs $10M – What Wealthy Retirees Do Differently Than Everyone Else
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Alex Okugawa
Anthony Saffer
Retire Confidently
Janice Thompson
Matthew Calcagno
Early Retirement
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Social Security: Should I Take Benefits While Working?
Should I take my retirement benefits early in order to take advantage of the program, given the uncertain future of Social Security?...
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An Alternative to Budgeting: A Proven And Sustainable Framework for Success
As an Alternative to Budgeting, the Live, Give, Owe, Grow exercise puts you in control and can help you pursue financial success...
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Tesla Stock Splits & More: Cut Through The Noise
Welcome to our first episode of Cut Through the Noise, where Anthony Saffer and Alex Okugawa tackle the hottest topics in financial markets and life....
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How Do Low Interest Rates Affect Retirement?
Interest rates have an impact, especially when we're talking about retirement planning, thus having the right plan is essential....
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What Does a Stock Market “All Time High” NOT Mean?
With the market at an all-time high, knowing what this does not mean is vitally important. Here are 3 things to consider:...
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Retire Confidently
Sitting in Cash: Should I Wait Out the Election?
Sitting in cash cash can backfire and it becomes addictive. It also requires you to answer a big question: When do I get back in?...
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