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  • You Shouldn't Outlive Your Money
    2024/03/20

    Things get pretty rowdy as Joe and his special guest, Van Mueller, dive deeper into retirement funding, Social Security and planning for our sunset years.

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    30 分
  • Hard Landing or Soft Landing
    2024/03/04

    Joe Simon and his special guest, Van Mueller discuss retirement planning, long-term care, nursing home care and so much more in this BONUS LENGTH episode!

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    31 分
  • Joe Simon Podcast EXTENDED with Van Mueller S03E01
    2024/02/09

    LEFT POCKET TO RIGHT POCKET: Joe sits down with the legendary Van Mueller to talk about personal finances and business owner strategies in today's marketplace

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    33 分
  • QLACs and RMDs: It’s Your Money!
    2024/01/10

    Why let the government tell you when you take your money out of your retirement savings? If you qualify – and with a qualified balance – you can call your own shots!

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    12 分
  • Getting Your Retirement Plan Across the Goal Line (Bonus)
    2023/12/27

    In a world of climbing global debt, financial insecurity, and aging populations, Joe talks about ways to protect your future income and happiness.

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    17 分
  • Long Term Care Insurance Isn’t a Luxury
    2023/12/13

    Long term care costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.

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    14 分
  • A Sure Thing: Guaranteed Retirement Income
    2023/11/29

    Joe digs deep into his OWN journey to share with you the lessons he's learned and the knowledge he's built around retirement income.

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    13 分
  • Attracting, Developing, and Retaining Top Talent
    2023/11/15

    Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar Life Insurance.

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    12 分