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Emotions & Investing

Financial Wellness Recording

Retirement planning involves many complex decisions. This video will help you better understand emotions and behaviors with your retirement account. We discuss mental shortcuts savers use with their savings and investments. Plus, we give you simple suggestions for combating negative behavior to help you succeed.

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Video intro image graphic about Retirement Preparedness. Video presented by Greg Klein of Hays Financial Group
Recording Retirement Optimization

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

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Recording Resources

Retirement 101: Basics for Getting Started and Debunking Common Myths

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Balance scale with coins and upward trend on the left and a shield and gears on the right, symbolizing finance versus security.
Recording Resources

Building a Retirement-Ready Portfolio: Balancing Risk, Reward & Market Changes

Learn how to build a portfolio that supports long-term growth and weather changing markets. We’ll cover how to balance risk and reward as retirement approaches.

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