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Home
About
Cost & Fees
Education
Blog
Podcast
Video
FAQ’s
Services
Comprehensive Financial Planning
Tax Planning with Holistiplan
Ongoing Partnership & Review
Life Transitions Planning
Investment Management & Quantitative Strategies
The Anchor Process
Trust & Will Estate Planning in Lake Norman, NC
Contact
Client Access
The Podcast
Un Eff Your Finances
The Podcast
Un Eff Your Finances
11/11/25
Episode 26: Fall Money Fire Drill
10/21/25
Episode 25: Open Enrollment
09/16/25
Episode 24: The Parent 529 Playbook
09/02/25
Episode 23: Retirement Red Zone
08/19/25
Episode 22: Helping Without Derailing Your Retirement
08/19/25
Episode 21: What to Do with RSU’s
08/19/25
Episode 20: Money Fights
08/19/25
Episode 19: Retirement is About Experiences
08/19/25
Episode 18: Volatility Isn’t the Enemy
08/19/25
Episode 17: Balance Saving for my Kids and Retirement
08/19/25
Episode 16: Teaching Kids About Money
06/02/25
Episode 15: Kids and Finances
05/22/25
Episode 14: Navigating Market Pullbacks: What You Need to Know
05/22/25
Episode 13: Tax Planning Secrets
03/27/25
Episode 12: Expert Tips for Busy Professionals
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