If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Wealth Enhancement Group Podcasts
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How Are You Feeling About Money? (No, Really)
42:54
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42:54Host Peg Webb is joined by Wendell Clarke, Behavioral Wealth Specialist at Wealth Enhancement.Money is emotional — it ties into our sense of security, freedom, and confidence about the future. In this show, Peg and Wendell discuss the "emotional" side of money.
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This week, Host Peg Webb is joined by Ryan McKeown, Senior Vice President, Financial Advisor at Wealth Enhancement. The two discuss a topic that has been getting a lot of attention from President Trump’s megabill — specifically, how the new rules affect Roth IRA conversions. They then answer listener's questions.…
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5 Things You Should Know About the “One Big Beautiful Bill” Act (OBBBA)
43:09
43:09
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43:09The “One Big Beautiful Bill” Act (OBBBA) that President Trump signed on July 4, 2025, makes the 2017 tax cuts permanent. Here are five key highlights.
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Serving Investors Needs: AI’s Evolving Role in Personalizing Advice
42:49
42:49
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42:49AI (alternative intelligence) is transforming nearly every industry, including financial services, by reshaping how advisors support their clients.
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Managing Cash Flow Is Like Planning a Summer Vacation
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42:53
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42:53It’s summer — prime time for road trips, lake weekends and last-minute getaways. But whether you’re heading up north or planning for retirement down the road, the same truth applies: you won’t get far without fuel.
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10 Tips for Your Successful, Happy Retirement
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42:59
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42:59This week, Bruce offers his experience and insights on how to plan for a happy, financially sustainable retirement.
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Business owners, senior employees with equity and heirs to a family business have a significant portion of their net worth is tied to a single company. How do they manage concentration risk?
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This week, we look at the key economic and market trends that are likely to influence the second half of the year.
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For people with sudden wealth, the challenge is often balancing personal security with making a difference in the world.
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This week, Bruce and Peg are opening the show to listener questions.
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The pursuit of happiness” is really a stand-in for financial freedom — the ability to own property, control your labor, and provide for your family.
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MilWin Game – A Trusted Platform for Casino and Sports Betting in Pakistan
0:35
0:35
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0:35MilWin Game is a popular online gaming platform that offers a wide range of casino games, exciting slot machines, and live sports betting. Designed especially for Pakistani players, it features user-friendly gameplay, smooth performance, and support for local payment methods like JazzCash, Easypaisa, and bank transfers. Whether you're spinning slot…
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Here a financial planning tips to follow for the back half of the year.
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06.22.2025 I Biggest Mistakes People Make with Money
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42:42The biggest mistake that people make with their money isn’t always what you might think.
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06.15.2025 I Tough Conversations With Your Kids
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42:38
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42:38We offer ways to face tough money and life conversations with your children.
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P999 Game: Pakistan’s Trusted Platform for Online Gaming and Rewards
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0:39
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0:39P999 Game is one of Pakistan’s most reliable and entertaining online gaming platforms, offering users a chance to enjoy fun games and win real rewards. Designed with a local audience in mind, P999 Game combines user-friendly features, fast performance, and secure transactions to create a smooth and enjoyable gaming experience. The platform features…
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Find the Best Dentist Near You for Quality Oral Care
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0:40Looking for a reliable dentist near me? Whether you need a routine check-up, teeth cleaning, or emergency dental care, finding a trusted local dentist is essential for maintaining good oral health. Search online or use dental directories to locate nearby clinics with positive reviews, experienced staff, and modern equipment. Many dentists also offe…
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If your portfolio gives you a rush, you might be doing it wrong.
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Group Buy SEO Tools: Affordable Ahrefs Access
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0:49
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0:49Ahrefs stands as a cornerstone in the SEO world, offering unparalleled data for keyword research, backlink analysis, competitor insights, and site auditing. However, its official subscription fees can be substantial, putting it out of reach for many independent marketers and small businesses. This is where "group buy" services for Ahrefs emerge as …
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This week, Bruce and Peg are opening the show to listener questions.
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05.25.2025 I What Octogenarians Want You To Know
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42:43
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42:43Older age brings lots of wisdom, plus some regrets, about saving for retirement.
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05.18.2025 I Visualizing Your Financial Future
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42:37
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42:37People who set savings goals after visualizing what their retirement might look like are more likely to prepare for it.
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Retirement planning is crucial for everyone, but it introduces particular challenges for women.
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This week, Bruce and Peg opened the show to listener questions.
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04.27.2025 I Staying the Course in Uncertain Markets
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42:40Don’t confuse short-term noise in the markets with long-term trends.
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04.20.2025 I Five Things You Need to Know About Social Security
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42:33Maximizing Social Security benefits isn’t straightforward, but it’s a critical aspect of financial planning.
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04.13.2025 I Simplify Your Financial Life
42:38
42:38
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42:38More adult children are returning home, and parents need a plan for helping them without jeopardizing their own financial futures.
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This week, Bruce and Peg are opening the show to listener questions.
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03.30.2025 I Planning for a 60-Year Career
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42:37We’re exploring the concept of a 60-year career and the financial planning required to sustain it.
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With spring just around the corner, it’s the perfect time to refresh and reorganize our financial lives.
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03.16.2025 I Deregulation and the Markets
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42:45The history of deregulation can teach us a lot about the risks and opportunities that are emerging in today’s market landscape
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This week, Bruce and Peg are opening the show to listener questions.
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03.02.2025 I Financial Planning Tips For Small Business Owners
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42:45
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42:45We’ll cover key financial planning strategies to ensure business owners are building personal wealth alongside their business success.
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02.23.25 I Why Are So Many Wealthy People Afraid of Spending?
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42:44
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42:44Many financially successful people find themselves reluctant to spend the money they’ve worked so hard to accumulate.
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02.16.25 I Five Tough Questions To Ask Before Retirement
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42:36
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42:36Retirement is a major life transition that requires careful planning and thoughtful consideration.
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02.09.25 I Tips for Avoiding Tax-Related Cybercrime
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42:47
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42:47This month many of us are gearing up for tax season. Unfortunately, with the increasing number of tax-fraud cases and scams that target wealthy individuals, that means being extra vigilant to safeguard your sensitive personal and financial information. Today’s program focuses on tips to protect yourself from tax-filing scams and fraudsters. Today’s…
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This week, Bruce and Peg are opening the show to listener questions
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01.26.2025 - Hedging Inflation in Your Portfolio
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42:42
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42:42Inflation can impact the real rate of return you earn from financial assets. Here are some ways to lessen the impact.
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More adult children are returning home, and parents need a plan for helping them without jeopardizing their own financial futures.
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Setting purposeful goals begins with figuring out what matters most to you.
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This week, Bruce and Peg are opening the show to listener questions.
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12.29.24 - Resolutions vs. Enduring Truths
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42:45
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42:45Our thoughts on how to navigate financial decisions with greater clarity and confidence, avoiding the pitfalls of short-term thinking and impulsive resolutions.
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12.22.24 I 2024 Market Review, and Looking Ahead
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42:24
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42:24We wrap up the key economic and market factors that influenced returns in 2024 and that may have an impact on your investment strategy next year.
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12.15.24 I Start Now: The Transformative Power of Saving Early
42:43
42:43
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42:43Good savings habits are critical to building a strong financial foundation.
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This week, Bruce and Peg are opening the show to listener questions.
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12.01.24 I End-Of-Year Financial Planning Moves
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42:44
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42:44As we approach the year-end, it’s the perfect time to make sure your money is working as hard as you do.
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For many, 2024 was a tough year. This week, we’re focusing on finding gratitude amid the challenges Americans are currently facing, and the emotions they may be feeling.
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11.17.24 I The Election Is Finally Over. Now What?
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42:41Here are key points that investors should consider post-election, especially in light of potential market volatility and upcoming tax law changes.
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Baby Boomers are retiring, and Gen Xers are close on their heels. What aren’t they doing? Bringing adult children into the conversation.
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This week, Bruce and Peg opening the show to listener questions.
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