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For Your Retirement

Jun 30, 2021

Today we discuss investment fees.  Some may surprise you!


Jun 16, 2021

Taxes will be the largest expense in retirement for many of you.  Today we dive into the reason why Roth Conversions are a powerful tool to lower your lifetime taxes. 


Jun 2, 2021

Danny Reedy joins us today to discuss mortgages.  We talk about the current mortgage market but also some unique challenges retirees and self-employed people may face.

Danny Reedy's Website