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Ed Slott Elite IRA Advisor Group Press Release
Local Financial Advisor Completes Advanced IRA Training at National 20-Year Conference Hosted by America’s...
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Retire Smart Austin | Episode 201
I was reading this article, okay, on the 2025 certified CFP of standards, and I'm reading it, and I'm...
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What's New
Safe Money Options Heading Into 2026
A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy...
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Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence...
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Ep. 107
October 10, 2025
The “Big Beautiful Bill”: What It Means for Your Taxes and Retirement
Phil Capriotti Sr. takes listeners through the newest round of tax legislation — dubbed the “Big Beautiful Bill”.
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Ep. 106
October 9, 2025
Understanding Tariffs, Taxes, and the Economy
Phil Capriotti Sr. steps into “Economics 101” mode to break down a complex topic — tariffs — and why they’re making headlines again.
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Ep. 105
October 8, 2025
Avoiding the Top IRA and Tax Mistakes
In this episode, Phil Capriotti Sr. and Spike Spengel dive into one of the most overlooked parts of retirement planning — the mistakes investors make with their IRAs.
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