SWAT Retirement Strategy Hour

SWAT Retirement Strategy Hour

Por: Mike DiPaula and Sarah Flora
Listen to Mike DiPaula & Sarah Flora every Saturday from 2pm – 3pm on WCBM-AM! To learn more visit: Flora & DiPaula Wealth PartnersInsurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
16 episodios disponibles

Latest episodes of the podcast SWAT Retirement Strategy Hour

Medicare Decoded - November 15, 2025 17/11/2025
Reducing Uncertainty, Creating Certainty in Your Portfolio and Plan - September 27, 2025 29/09/2025
Top 5 Ways to Boost Your Social Security - September 13, 2025 25/09/2025
OBBB: Unlock Your Tax Savings & Tax-Efficient Strategies for Retirement Confidence - August 09, 2025 12/08/2025
Tax Strategies - Keeping More of Your Retirement Dollars - July, 12 2025 14/07/2025
Beat the Odds: Smart Moves for Sound Retirement - May 31, 2025 02/06/2025
The Three Essential Pillars of Financial Security - May 17, 2025 17/05/2025
Tax-Efficient Strategies for Retirement Confidence - March 22, 2025 22/03/2025
Beware of Stereotypical Investor Mistakes - March 15, 2025 15/03/2025
Timing of Social Security Benefits - March 01, 2025 03/03/2025
The Ticking Clock: We Have 20 Years to Fix Our Looming National Debt Situation - February 08, 2025 10/02/2025
Tackling the Risks of Taxes and Inflation - January 11, 2025 22/01/2025
Retirement Planning - Three of the Most Important Questions - January 4, 2025 22/01/2025
Working with You to Preserve Your Financial Future - December 21, 2024 22/01/2025
Managing Top 5 Retirement Risks: The Value of a Written Income Plan - December 14, 2024 22/01/2025
The Roth Conversion Opportunity: A Strategy to Consider - December 7, 2024 22/01/2025
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