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Your Money Your Retirement Podcast

Sep 26, 2023

Does the 80% rule really work for your retirement income strategy? What about the 70% rule? Do you want to fit into someone's guesstimate, or is there a better way?

Sep 21, 2023

If you’re like many Americans, wondering if or when you’ll be able to retire is a major concern. In fact, many people, who despite saving well for retirement, feel completely unprepared for their next phase of life. If retiring worries you or scares you even just a little, you'll want to listen! BHC Advisor Zach...

Sep 13, 2023

Estate planning is usually associated with your wishes after you’ve passed on. However, there’s a lot more to it. We’ll talk about why certain estate planning documents can be very important while you’re still living.

Sep 6, 2023

It’s Roth Conversion season! With the end of the year fast approaching, now is the time to get serious about making Roth conversions. But before you do, make sure you’re informed about the ins and outs of this great planning strategy. Joel Cavaliere, CFP TM and Blue Heron Advisor will join us!