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True Wealth Design Named One of Northeast Ohio’s Fastest-Growing Companies
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Are ETFs Tax Efficient? [+ Other Alternatives for Better Results]
How to Avoid Capital Gains Tax: TALS Strategy Guide
Tax-Loss Harvesting in a Factor-Based Portfolio: Smart, Not Reactive
Our Podcast
Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short
Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies
$1M Saved for Retirement – Can I Retire?
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Archives: Podcasts
Ep 109: Surprising Lessons on Stock Returns and Diversification
October 13, 2022
Ep 108: It’s the End of the World as We Know It, and Why to Feel Fine
September 22, 2022
Ep 107: Red Flags of Investment Fraud
September 8, 2022
Ep 106: Pension Lump Sums – You May Need To Act Now in 2022
August 25, 2022
Ep 105: The Story of Dr. Smith
August 15, 2022
Ep 104: Understanding Your Retirement Plan Results
July 28, 2022
Ep 103: Mailbag – Bear Market Investment Questions
July 14, 2022
Ep 102: Interview with Retirement Researcher Dr. David Blanchett (Part 2)
June 23, 2022
Ep 101: Interview with Retirement Researcher Dr. David Blanchett (Part 1)
June 9, 2022
Ep 100: Not-So-Smart Things Even Smart Investors Do
May 26, 2022
Ep 99: Whoa! Stocks and bonds both going down? What’s going on?
May 12, 2022
Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2
April 28, 2022
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