Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

Rejoignez Mike et Maddie pour simplifier la planification financière et l'investissement. Recevez des conseils sur des concepts clés et écoutez des leaders locaux.

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Jul 24, 2025

Ep. 55 Think Twice Before Mailing Retirement Checks

S1 E55 • 9 mins

Jun 26, 2025

Ep. 54 Making Sense of Equity Compensation with Maureen Donahue

S1 E54 • 12 mins

Jun 12, 2025

Ep. 53 Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan

S1 E53 • 42 mins

May 15, 2025

Ep. 52 Why Zero Income Tax Doesn’t Mean Zero Financial Surprises

S1 E52 • 12 mins

May 1, 2025

Ep. 51 Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling Retirement

15 mins