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Tag: new year

12 results found
episode

Creating a Vision Plan for 2015

Updated: January 16, 2026

With this last show of the year, we wanted to do something a little different and get you set up…

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episode

Finding a ‘Fiduciary’ Planner in a Sea of Snakes

Updated: January 16, 2026

Being a financial planner myself, I loved an article that The New York Times featured over the weekend, "Pick a…

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