• The Retirement Cafe

  • 著者： Dan Reese
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The Retirement Cafe

著者： Dan Reese
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  • Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
    Copyright Dan Reese 2020
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あらすじ・解説

Financial and retirement planning guidance from mid-Michigan's Dan Reese & Brent Oliver of Avery Wealth.
Copyright Dan Reese 2020
ビジネス・キャリア 個人ファイナンス 政治・政府 経済学
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エピソード
  • Understanding Social Security If You’re Divorced or Widowed

    Understanding Social Security If You’re Divorced or Widowed
    2023/07/20

    Understanding Social Security can be confusing, especially when there is a divorce or the death of a spouse. Today we are going to discuss some of the common questions about benefits and ways to maximize the amount of money you receive if you find yourself in either of these situations. 

     

    Contact:

    https://www.averywealth.com/

    517-783-1695
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    29 分
  • The Savings Hierarchy: Are You Putting Money In The Right Place?

    The Savings Hierarchy: Are You Putting Money In The Right Place?
    2023/07/06

    Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings. Stay tuned for a very helpful and important conversation with Dan and Brent!

     

    Contact:

    https://www.averywealth.com/

    517-783-1695
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    31 分
  • The Power of a Statement of Financial Purpose

    The Power of a Statement of Financial Purpose
    2023/06/15

    Welcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being.

     

    Contact:

    https://www.averywealth.com/

    517-783-1695

     

     
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    28 分

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