Some financial planning rules should always be followed, but others can be broken under certain circumstances. On this week’s show, Mike helps explain those situations and how to get the help you need. Plus, we discuss what it means to leave a “Smart Legacy” for your loved ones.
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Episode
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May 25, 2023
In rare situations, refinancing could be a good idea for people to save on their monthly payments… even in today’s high interest rate environment....
00:01:33
Episode 44
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April 28, 2023
With recent bank failures, volatile markets and global economic uncertainty – these are scary times if you are planning for retirement. Mike has some...
01:01:33
Episode 12
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August 29, 2022
This week, we continue our Smart Retirement Plan series with a look at safe money strategies and smart tax planning. Mike explains how saving...
00:59:44