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Month: January 2020

The Investor Coaching Show Cover

Investor Regrets and Qualified Domestic Relations Orders

January 31, 2020
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Investing Mistakes

January 30, 2020

    Successful people learn from the mistakes of others, yet the investment world is littered with people making the same missteps over and over

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Coaching vs. Planning

January 30, 2020

  What’s the difference between coaching and planning?     Listeners to my radio show may have heard me say that traditional financial planning is

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Initial Consultation

January 30, 2020

      The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs,

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Business Owner Central

January 30, 2020

  Can your business fund your retirement? Do you want to know what your business is worth and gain better understanding of what you need

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The Investor Coaching Show Cover

Special Needs Financial Planning

January 29, 2020
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Take the Investor Quiz

January 28, 2020
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How the New Tax Laws Might Affect Your Financial Plan

January 28, 2020

The year 2020 brings in a new decade and it also brings new tax laws. These new laws affect financial planning, and we want you

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