The Financial Translator

By: Kirk Kreikemeier CFP®
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  • Summary

  • Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.
    Copyright 2022 All rights reserved.
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Economics Personal Finance
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Episodes
  • #68 - Year-End Tax Planning

    #68 - Year-End Tax Planning
    Nov 22 2024

    Not all tax planning moves can wait until next spring. Here are some moves to consider now.

    Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.

    Interested in learning more about our firm? Click here to schedule a call!
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    29 mins
  • #67 - Market Update October 31, 2024

    #67 - Market Update October 31, 2024
    Nov 5 2024

    This episode provides a market update through October 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    17 mins
  • #66 - Annual Benefits Enrollment for 2025

    #66 - Annual Benefits Enrollment for 2025
    Oct 21 2024

    It’s that time of year. Don’t just click on last year’s options - take a closer look. Also note higher contribution limits, especially if age 60 - 63!

    Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    23 mins

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