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March 12, 2024 16 mins

After digesting the most recent State of the Union, Greg and Kristin share strategies investors may want to consider regarding retirement, social security, and even Medicare Part B and D during tax season.

Then we’ll talk about the market and how many economic predictions were way off. And, does that mean we're NOT expecting a financial crisis as bad as the pundits projected? Greg points out what he believes should be the top priority when investing, and it isn’t predicting market volatility. 


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