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A View from the Perch

A View from the Perch

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Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW’s expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

Recent Episodes

  • Debt Management in a High Interest Environment

    4 months ago

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  • Aging Finances

    5 months ago

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  • Alternative Retirement Saving Vehicles

    5 months ago

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  • How long do I T-Bill and Chill?

    5 months ago

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  • Generating Income in Retirement and the Texas Stock Exchange

    5 months ago

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  • Realizing Gains vs. Losses

    6 months ago

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  • Where did all the Bears go?

    6 months ago

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  • Meme Stocks

    6 months ago

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  • Sell in May & Go Away?

    6 months ago

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  • Growth vs. Value

    7 months ago

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