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Modern Wealth Management and Dean Barber에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Wealth Management and Dean Barber 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Defining Short, Mid, and Long-Term Financial Goals

23:23
 
공유
 

Manage episode 421134811 series 1378231
Modern Wealth Management and Dean Barber에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Wealth Management and Dean Barber 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals.

Retirement Plan Checklist: https://bit.ly/4e1JYzR

Tax Rates Sunset in 2026: https://bit.ly/4dWVtZj

Financial Planning Tool: https://bit.ly/3yDzw1f

Meet with Us: https://bit.ly/3KpHptX

Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q

HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo

Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY

6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo

Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

  continue reading

300 에피소드

Artwork
icon공유
 
Manage episode 421134811 series 1378231
Modern Wealth Management and Dean Barber에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Wealth Management and Dean Barber 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals.

Retirement Plan Checklist: https://bit.ly/4e1JYzR

Tax Rates Sunset in 2026: https://bit.ly/4dWVtZj

Financial Planning Tool: https://bit.ly/3yDzw1f

Meet with Us: https://bit.ly/3KpHptX

Setting Up a Spending Plan for Retirement: https://youtu.be/5CHb7BAAI2Q

HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=vXOwxBfVmX4Moj8B

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo

Should I Get Out of Debt Before I Retire?: https://youtu.be/lCYVITrxVjY

6 Retirement Withdrawal Mistakes to Avoid: https://youtu.be/y6ejwqn4-jo

Life Insurance in Retirement: Do I Still Need It?: https://youtu.be/cFWcUe2VADo

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

  continue reading

300 에피소드

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