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Stock Overconcentration: When One Winner Becomes Your Biggest Risk
A single winning stock can quietly turn into your biggest retirement risk. Nic explains how stock overconcentration happens, why investors get stuck, and practical ways to gradually reduce risk without panic selling or trying to time the market.
Why a Smart Tax Move Can Increase Your Medicare Bill
A Roth conversion can lower future taxes, but it may also increase Medicare premiums due to IRMAA income rules. Learn how timing and planning can help retirees avoid surprise costs.
Dr. David Kelly of J.P. Morgan | AI, Gold, & What’s Next for Investors
In this exclusive interview, Brian and Jeremiah sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, for a compelling look at the forces driving today’s economy and the trends shaping tomorrow’s markets.
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Real Money Pros is the nationwide leader in uncommon dollars and sense. Heard daily on dozens of radio stations, online and beyond, the Real Money Pros team is made up of practicing, fiduciary-only financial advisors, meaning they are legally bound to act in their clients' best interests.
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