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Delivering True Wealth Management is Valuable!
Join us for this week’s episode where Mike discusses the following:
- How much value is in rebalancing your portfolio?
- How much negative return is caused by investors being ruled by their emotions?
- How often should tax planning be done for maximum effectiveness?
Mike reviews a recent study done by Russell Investments. Listen to find out if your advisor is providing you True Wealth Management!
Special feature, Rocky Thomason with Miracle Hill Bridgeworks, and Mike discuss an upcoming fundraiser!
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Show Topics
#AmericanHistory #CharitableGiving #ClientStory #ClientTestimony #DAF #DebtPayoff #DonorAdvisedFund #FamilyFinance #FederalReserveBank #FinancialAdvisor #FinancialCapital #FinancialPlanning #Gambling #InterestRates #Investing #Investments #Investors #LastShow #LifeInsurance #LongTermCare #Medicaid #MiracleHill #Mortgage #MunicipalBonds #Politics #RedFlags #RequiredMinimumDistribution #RMD #RothIRA #smallbusiness #SocialCapital #SocialSecurity #SpiritualCapital #TalkingMoneyMinistries #TaxPlanning #TraditionalIRA #TrueWealthManagement #Wealth 1035 exchange 529 Plan Annuities beneficiaries Business Succession CARES Act Charitable Giving Client Story Debt Ceiling Debt Management Digital Assets Diversification donor advised fund Education Planning Entrepreneurship Estate Planning ethics Everyday Steward family finance federal reserve bank Financial Advisor Financial Basics Financial Planning fraud Generosity Giving Inflation Inheritance Inherited IRA Insurance Investment IRA Legacy Life Insurance market Medicare Portfolio Management posterity investment Private Investments Probate Matters Protecting Yourself real estate real estate investing Recession Required Minimum Distribution Retirement Roth IRA savings scams secure act Social Security stock market stockmarket Supply Chain Tax Planning taxes The Economy Traditional IRA Trusts volatility wisdom