Investment Management

In these episodes of our financial podcast, Dollars & Common Sense, we discuss Investment Management & its integration with financial planning.

August 24, 2021

Episode: 08-24-2021 | College Funding Strategies Part II

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December 14, 2021

Episode: 12-14-2021 | RMDs, Gifting & Charitable Giving

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January 11, 2022

Episode: 01-11-2022 | Get Your Finances in Shape

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January 25, 2022

Episode: 1-25-2022 | The Psychology of Investing

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February 8, 2022

Episode: 02-08-2022 | Estate Planning and Inheritance

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April 26, 2022

Episode: 04-26-2022 | Capital Gains And Taxation

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May 24, 2022

Episode: 05-24-2022 | Learn About Bear Markets

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July 26, 2022

Episode: 07-26-2022 | Recession Facts & Investing Truths

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September 13, 2022

Episode: 09-13-2022 | iBonds And Retirement Rules of Thumb

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September 27, 2022

Episode: 09-27-2022 | Weathering The Bear Market

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October 25, 2022

Episode: 10-25-2022 | Signs You Are Being Scammed

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November 8, 2022

Episode: 11-08-2022 | Year-End Planning

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