Ed looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations for the new year. How is inflation affecting the holiday season? We take a look at the topic with a fun and unique study from PNC.
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Episode 6
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August 01, 2022
Ed Cruz and Matt McClure discuss the only two types of tax-free investments, and how inflation and taxes could be holding you back. Are...
00:57:45
Episode 7
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August 05, 2022
Ed and Matt explain what compound interest is, and how it can work for you or against you. They also discuss the importance of...
00:57:45
Episode 11
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September 02, 2022
This week, we continue our series on the Smart Retirement Plan. Ed discusses the importance of having your finances reviewed on a regular basis....
00:57:45