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Financial Fridays with Bob Gustafson

Bob Gustafson, Certified Financial Planner

Financial education in less than 10 minutes. Host Bob Gustafson provides financial education on all aspects of comprehensive financial planning including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.

PublishesMonthlyEpisodes80Founded5 years ago
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Education

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Learn practical strategies on saving for college and planning for retirement simultaneously—without sacrificing one for the other.

Building wealth might sound intimidating, especially when you're just starting your career and possibly juggling student loans. But here's the good news—it’s not as hard as it sounds. With some smart strategies and consistency, young people can set t... more

Many people ask their financial advisors how to become financially independent. For many, it is a goal many aspire to, but the path can seem daunting. It’s more than just saving money—it's about creating a financial strategy that allows you to live l... more

When it comes to estate planning, understanding the differences between a living (revocable) trust, an irrevocable trust and a will is crucial. Each option serves a unique purpose and comes with its own set of advantages and disadvantages. Dive into ... more

When it comes to tapping into your home’s equity, you’ve got two popular options: a Home Equity Line of Credit (HELOC) and a Home Equity Loan. Both can provide you with the funds you need, but they work in different ways.

Retirement planning is like navigating a ship through uncharted waters. You need a solid plan to steer clear of hidden obstacles and reach your destination smoothly. We explore some common retirement planning mistakes and how to avoid them.

It’s really important you have enough money for retirement. The last thing anyone of us wants is for our money to run out during our retirement years. So, here are our top tips for ensuring your savings last through retirement.

If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, most of which include managing taxes. But should you go that route?

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1. The Practical Planner

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Financial Fridays launched 5 years ago and published 80 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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