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Weekly financial and retirement guidance from Jeannette Bajalia
Episodes

Sep 28, 2017
Sep 28, 2017
45 min
Hear the stories of clients who have experienced disaster in their portfolio. Find out what "financial security" could mean to you. Finally, learn why your 401(k) isn't perfect.

Sep 21, 2017
Sep 21, 2017
49 min
This week, we discuss the unique challenges faced by women during retirement planning.

Sep 7, 2017
Sep 7, 2017
45 min
Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio and discover the nuances of retirement planning for couples.

Aug 24, 2017
Aug 24, 2017
45 min
This week, we're heading to the movies. Don't miss out as we take you through financial classics including 50 Shades of Gray Area and It's a Wonderful Life Expectancy.

Aug 18, 2017
Aug 18, 2017
49 min
There are many threats that exist to your retirement. Let's discuss how to fight the uncertainty in your financial plan. We'll also tell you what you need to know about life insurance.

Aug 10, 2017
Aug 10, 2017
45 min
Learn about 401(k) rollovers and debunk some popular retirement planning myths. We'll also examine how future generations will affect your financial plan.

Aug 3, 2017

Jul 28, 2017
Jul 28, 2017
49 min
Retirement planning doesn't have to be overwhelmingly complicated. Let's simplify the process. We'll also do a little His and Hers financial planning.

Jul 20, 2017
Jul 20, 2017
49 min
We'll go through some of the big decisions in retirement planning. We'll also talk about how a custom plan can treat you better than any cookie-cutter retirement plan.

Jul 13, 2017
Jul 13, 2017
45 min
We'll talk about the difference between financial planning and life planning.
