June 21, 2025

Don’t Let Your Cash Nap: Smarter Ways to Save; Rates on Hold, Markets on Edge; Left, Right, or Buy-and-Hold? Fur Babies and Financial Realities

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September 23, 2023

Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?

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July 29, 2023

Market Roundup: Covering July 24 – July 28, 2023; Case Study: Decisions as a Spousal Beneficiary; Q&A Time: Will the Reinstatement of Student Loan Payments Throw us into a Recession?

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March 25, 2023

Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?

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February 25, 2023

Market Roundup: Covering Feb 20 – Feb. 24, 2023; Case Study: I Set It and Forgot It; Special 35th Anniversary Retrospective with Dr. Gene, Bil, and Jennifer

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