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Retirement Savings Cash Flow

by Bruce Sellery | Mar 24, 2021 | Podcasts, Specific Segments

We talk to Steve Bridge, a certified financial planner and money coach, about the important question that people need to answer when planning for retirement: cash flow. Connect with Steve on Twitter and Facebook.

Full Episode: What’s Your Number? How To Figure Out Your Retirement Nest Egg Number

by Bruce Sellery | Mar 23, 2021 | Full Episodes, Podcasts

Figuring out how much you want to spend in retirement is a critical step in your savings plan. Money Coach Steve Bridge takes us through the steps. And, closing the financial literacy gender gap. Annamaria Lusardi from the George Washington University School of...

Investing Successfully As A Woman

by Bruce Sellery | Mar 17, 2021 | Podcasts, Specific Segments

We talk to Nancy Tengler, Chief Investment Officer at Laffer Tengler Investments, about her book The Women’s Guide To Successful Investing about how you can manage your finances and come up with a financial plan.

Getting The Best Mortgage Rate Possible

by Bruce Sellery | Mar 17, 2021 | Podcasts, Specific Segments

We talk to Joe Jacobs, managing partner at Mortgage Connection, about what you should know to get the best mortgage rate possible.

Having Access to Income Tax Benefits

by Bruce Sellery | Mar 17, 2021 | Podcasts, Specific Segments

We talk to Jeff Loomis, executive director of Momentum, and Eryland, a participant in the Momentum program, about how this non-profit helps those living on a low income help them navigate filing taxes with the Canadian Revenue Agency.

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