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  • The Retirement Income Blueprint - May 10, 2025

    The Retirement Income Blueprint - May 10, 2025
    2025/05/11
    Turning your retirement savings accounts into vehicles that can provide steady, reliable income is a different process. Today Chris and Dan take a look at the way this is done, using various financial strategies and vehicles that do exactly that.
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    51 分
  • Three Essential Pillars of Financial Confidence - May 3, 2025

    Three Essential Pillars of Financial Confidence - May 3, 2025
    2025/05/04
    Today Chris and Dan discuss three areas that are crucial to a successful retirement plan - income planning, tax planning and managing investments. These areas are all different in retirement than they are when someone is working, and the guys take a look at what needs to be done to help your plan be as efficient as possible.
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    51 分
  • Common Investment Mistakes in Retirement - April 26, 2025

    Common Investment Mistakes in Retirement - April 26, 2025
    2025/04/29
    Chris Harlow and Dan Erickson are the hosts of the Harlow Wealth Retirement Hour going forward, and today they take a look at some common mistakes made in retirement planning. The biggest one, but not the only one, involves having more risk than needed, as many people are invested aggressively as if they were still working. Retirement involves having money available in a more regular, guaranteed fashion to cover everyday expenses, and stock market investments may not provide it during times of market volatility.
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    50 分
  • Beware of Stereotypical Investor Mistakes - April 19, 2025

    Beware of Stereotypical Investor Mistakes - April 19, 2025
    2025/04/20
    The stock market will always react to the latest news either positively or negatively. Depending on the trends and the type of investor you are could lead to big mistakes, such as panic selling and others. Danny takes a look at the various investor types and how they can avoid the kinds of mistakes they make regarding their portfolio.
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    50 分
  • Unlocking Tax Free Income in Retirement - April 12, 2025

    Unlocking Tax Free Income in Retirement - April 12, 2025
    2025/04/13
    Danny discusses a topic which could become more important in coming months and years - tax free income. He focuses on Roth conversions, which is the most common way to pay taxes at lower rates now in exchange for future tax free growth and income later.
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    48 分
  • Avoiding the Pitfalls of Legacy Planning - April 5, 2025

    Avoiding the Pitfalls of Legacy Planning - April 5, 2025
    2025/04/06
    Danny takes a deep dive into crafting a legacy plan that will fulfill your desires after you pass away, and how to avoid mistakes in putting this plan together.
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    49 分
  • Three Essential Pillars of Financial Security - March 29, 2025

    Three Essential Pillars of Financial Security - March 29, 2025
    2025/03/30
    Chris hosts with Dan Erickson on this episode, which address three areas which are essential for a solid retirement plan - income planning, tax planning and investment strategizing.
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    51 分