New Opportunities

In this episode:

  • 2:40 New Year, New Financial Resolutions

  • 5:16 Setting Concrete Financial Goals

  • 8:41 Strategies for Financial Success

  • 14:11 Listener Questions and Financial Advice

  • 15:26 Planning Retirement Income Streams

  • 17:32 Managing Fixed Income Investments

  • 28:49 Consolidating Retirement Accounts

  • 35:35 Vanguard Proxy Voting Discussion

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