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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: Tax-Aware, Long Short (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 97: Interview with Retirement Researcher Dr. Michael Finke – Part 1
April 14, 2022
Ep 96: Rules Gone Awry – Retirement Healthcare Is Exorbitant
April 7, 2022
Ep 95: Rules Gone Awry – The 4 Percent Rule
March 31, 2022
Ep 94: Rules Gone Awry – The Rule of 100
March 24, 2022
Ep 93: Rules Gone Awry – Take Social Security Early
March 17, 2022
Ep 92: Rules Gone Awry – The 80% Spending Rule
March 10, 2022
Ep 91: What Retirees Want in a Home
February 24, 2022
Ep 90: What Retirees Want in Time, Health & Relationships
February 10, 2022
Ep 89: What Retirees Want: Work In Retirement?
January 27, 2022
Ep 88: What Retirees Want: An Overview
January 14, 2022
Ep 87: How Pre-65 Retirees Can Get a Huge Healthcare Tax Credit
December 16, 2021
Ep 86: Cash Flow – Measuring & Monitoring the Heartbeat of Your Financial Planning
December 2, 2021
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