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Videos

Steven Neeley | May 10, 2024

How Much Should You Really Save? Grant Cardone vs Dave Ramsey

Retirement
In this video, we discuss the wildly different takes on savings from Grant Cardone and Dave Ramsey. We talk about who is right. Finally, we talk about the 4
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Steven Neeley | May 2, 2024

The Biggest Roth Conversion Mistake Retirees Should Avoid

Retirement
Roth conversions can be a powerful tool to help retirees reduce taxes and increase net worth...If done correctly.
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