Steve and Mark make some interesting observations about market growth as it relates to one's standard of living in retirement.

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Steve & Mark respond to a viewer complaint and provide a clear analysis of why a buyout offer needs to be carefully evaulated.

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When is the best time to take your Social Security benefit? Steve and Mark share some interesting statistics and discuss why following the herd isn't always the best strategy.

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Of all the financial planning mistakes, not having an estate plan is one of the worst. Learn from Steve & Mark what Aretha Franklin and others should have done.

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Do you know all the rules that apply to your 401k or IRA accounts? Do you think you can automatically withdraw money at age 59 1/2? Steve and Mark point out many of the rules regarding these accounts which leads one to wonder, "Whose money is it?"

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Retirement planning is the flip side of the accumulation coin. It requires re-evaluating your portfolio and all the assumptions you've held for decades. It can be a tough message. Change is hard. Steve discusses the Dunning-Kruger effect whereby people buy into what they want to believe. 

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Steve & Mark discuss the many future risks one must consider when planning for retirement. 

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Steve & Mark discuss the fallacy of having all one's money in a tax-deferred IRA.  Those who have been able to move their money from a 401K to an IRA have the ability to plan NOW for better tax efficiency in retirement. Steve & Mark tell you how.

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Retirement planning isn't just about accumulating a nest egg. Planning for market drops, inflation and taxes as well as knowing how best to take your Social Security are key in the planning process. 

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Steve & Melissa talk about how people associate the amount of money they have with their worth as a person. Often this creates reluctance to enter into the planning process. Although creating an effective financial plan requires some liquid assets, Steve discusses how those with $200,000 - $400,000 can benefit from a meeting.  Financial planning begins by talking about YOU, not your money. 

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