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Finance In A Flash

Beacon Financial Strategies

The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.
Episodes
Finance in a Flash: 2024 Tax Preparation January 23, 2024
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Finance in a Flash: Why do you prefer mutual funds and ETFs versus individual stocks?July 10, 2023
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Finance in a Flash: Get To Know Beacon: Patrick Lamprey June 26, 2023
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Finance in a Flash: Advice to Newly Weds June 12, 2023
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Finance in a Flash: Advice for Recent Graduates May 29, 2023
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Finance in a Flash: Is now a good time to retire?May 15, 2023
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Finance in a Flash: When to sell an investmentMay 01, 2023
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Finance in a Flash: "Which Account?" Part 2: Considerations for SaversApril 17, 2023
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Finance in a Flash: "Which Account?" Part 1: Distributions April 03, 2023
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Finance in a Flash: Tax-Efficient Investing and the Importance of “Asset Location”March 17, 2023
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Finance in a Flash: Market Update as of 03/01/2023March 06, 2023
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Finance in a Flash: Money MarketFebruary 20, 2023
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Finance in a Flash: Estate Planning Series: Common Types of TrustsFebruary 06, 2023
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Finance in a Flash: Estate Planning Series: Revocable Living TrustsJanuary 23, 2023
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Finance in a Flash: Estate Planning Series: WillsNovember 30, 2022
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Finance in a Flash: Estate Planning Series: ProbateNovember 15, 2022
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Finance in a Flash: Estate Planning Series: Asset Titling October 25, 2022
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Financial Markets update as of 9/21/2022September 26, 2022
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End Of Year Tax Planning Strategies WebinarDecember 09, 2021
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Mid-Career Professionals: InsuranceNovember 24, 2021
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Mid-Career Professionals: Investment StrategiesNovember 10, 2021
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Get To Know Beacon's Team: Erin CampbellOctober 28, 2021
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Get To Know Beacon's Team: Chip HymillerOctober 13, 2021
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The History Of Beacon Financial StrategiesSeptember 29, 2021
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Mid-Career Professionals: Savings StrategiesSeptember 15, 2021
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