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Recent Videos

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September 17 Quarterly Economic Update: Insights from Justin Hyland and Will Hickson | Justin Hyland, Managing Director, Hyland Financial Planning.
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Embracing Growth in Your 50s: A Time for Personal and Financial Expansion | Ron Bernstein, Co-Founder, Prism Planning Partners, LLC.
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Navigating Inheritance Taxes: What Beneficiaries Need to Know | Michelle Smalenberger, CEO, Financial Design Studio.
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Navigating 2022's Investment Challenges: A Mid-Year Review & Outlook | Ben Hockema, Founder, Illuminate Wealth Management.
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Life After the Pandemic: Lessons Learned and Lasting Changes | Nicole Sullivan, co-founder, Prism Planning Partners, LLC.
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Beyond Good Intentions: The Case for Real Goals | Justin Hyland, Managing Director, Hyland Financial Planning.
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Setting Financial Goals with Expert Guidance: Insights from ICF Coach Sarah Fincher | Michelle Smalenberger, CEO, Financial Design Studio.
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Understanding Stock Market Volatility and Its Impact on Your 401(k) | David Kudla, CEO, Mainstay Capital Management.
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The Path to Financial Independence: Starting with an Emergency Fund | Ben Hockema, Founder, Illuminate Wealth Management.
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Should You Buy or Rent a Home? Weighing Your Options | Michelle Smalenberger, CEO, Financial Design Studio.
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How to Make Your Business Run Without You: Essential Tips for Small Business Owners | Ron Bernstein, Co-Founder, Prism Planning Partners, LLC.
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June 18 Quarter Economic Update: Reflecting on Success and Strategic Positioning | Justin Hyland, Managing Director, Hyland Financial Planning.
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Key Strategies for Maximizing Your Tax Return: What You Might Be Missing | Michelle Smalenberger, CEO, Financial Design Studio.
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Financial Independence Series: Achieving Freedom Through Strategic Savings | Ben Hockema, Founder, Illuminate Wealth Management.
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Adam D. Van Wie Volunteers for Wise Money Week with Family Foundations | Adam D. Van Wie, President, Van Wie Financial.
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Ben Hockema and Eddie Arraya Review 2023 Investment Markets: Fed Policy, Higher Yields, and Long-Term Returns | Ben Hockema, Founder, Illuminate Wealth Management.
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Tailored Investment Management and Strategic Wealth Planning | Roy Lines, Vice President, Nikulski Financial.
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Securing Your Path to Retirement Success with Hyland Financial Planning | Justin Hyland, Managing Director, Hyland Financial Planning.
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Understanding Your Personal Cash Flow: Key Tools and Strategies | Michelle Smalenberger, CEO, Financial Design Studio.
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Key Message from Michael Flanagan: Strategic Insights for Financial Planning | Michael Flanagan, General manager, Hyland Financial Planning.

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