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Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.
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Health Options Program (HOP) for PSEARS Members
13:03
13:03
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13:03
In today's episode we're going over HOP, a health insurance program developed for members of PSEARSVon Retirement Matters Show
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Today we're discussing an important topic related to taxes. Did you know there is a difference between tax planning and tax preparation?Von Retirement Matters Show
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In today's episode we're discussing IRA strategies that educators and retirees should be aware of.Von Retirement Matters Show
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Pension Planning and Maximization Tips and Strategies
13:11
13:11
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13:11
Pension planning is an important part of an overall financial plan. It's important to take a "big picture" view of your retirement plan before making any decisions.Von Retirement Matters Show
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The Importance of Homeowners & Auto Insurance in a Retirement Plan
15:42
15:42
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15:42
If your financial advisor doesn't discuss your liability and property insurance with you, they are potentially overlooking a serious exposure in your retirement planning.Von Retirement Matters Show
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Why Homeowners & Auto Insurance Rates Increase
19:43
19:43
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19:43
Understanding why insurance premiums increase can help you when searching for a better company or price.Von Retirement Matters Show
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Saving money on homeowners and auto insurance premiums doesn't have to be difficult. With the help of an independent agent, rates can be compared quickly and easily.Von Retirement Matters Show
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401k planning and management doesn't have to be confusing. In this segment we discuss some of the mistakes to steer clear of with your 401k.Von Retirement Matters Show
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Investment Truths & Myths
16:48
16:48
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16:48
In this segment, we're discussing some of the common investment mythsVon Retirement Matters Show
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Pros & Cons Of Index Annuities
17:39
17:39
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Are you confused about how index annuities really work? Tune in to this segment as we are discussing the pros & cons of Index AnnuitiesVon Retirement Matters Show
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Accumulation vs. Distribution Part 2
21:50
21:50
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21:50
Part 2 of our Income Accumulation vs. Distribution segmentVon Retirement Matters Show
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Accumulation Vs Distribution Part 1
22:10
22:10
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Income Accumulation and Distribution in retirement is an important topic. Learn more in today's segmentVon Retirement Matters Show
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