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Northern Alliance Financial - Financial Safari
Northern Alliance Financial
306 episodes
5 days ago
We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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Investing
Business
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All content for Northern Alliance Financial - Financial Safari is the property of Northern Alliance Financial and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
Show more...
Investing
Business
Episodes (20/306)
Northern Alliance Financial - Financial Safari
Episode 288 Suddenly, every loose doorknob, overgrown weed, and dusty attic becomes a top priority. Your spouse's "to-do" list mysteriously multiplies.

Okay, so, here's the thing: as you get older, life's gonna toss you some curveballs, right? That's just how it goes. But, if you're smart and make a retirement plan that can bend a little, and you keep an eye on it, you'll be way better equipped to handle whatever comes your way. Basically, don't just set it and forget it!

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7 months ago
55 minutes

Northern Alliance Financial - Financial Safari
Episode 287 - Take the replace my paycheck challenge.

"Retirement... it's the reward we dream of after all those years of hard work, right? No more morning alarms, no more office politics, and definitely no more exhausting commutes. But here's the thing: while you definitely gain a lot of freedom, you also lose more than you might realize. Details just ahead

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8 months ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 286 - "Stock Market Rollercoaster: Investors Advised to Bring Barf Bags."

There’s been lots of chatter about tariffs lately, and it's causing a lot of confusion and worry. Today, we cut through the noise and give you the real scoop on what you need to know.

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8 months ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 285 Good-bye, good luck and get out.

Today we're tackling a question that's probably crossed all of our minds at some point: Can you really retire in 3 years or less? I know, it sounds crazy, but for some folks, it's totally doable. We're gonna break down the key things you need to consider if early retirement is your goal.


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11 months ago
59 minutes 50 seconds

Northern Alliance Financial - Financial Safari
Episode 284 I don’t want to say I’m rich but Thurston Howel III once asked me for a loan.

On today’s show, a new study shows that rich people are much better at planning their finances. We’ll explore what they are doing and offer tips to help you mirror some of those strategies.

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11 months ago
55 minutes

Northern Alliance Financial - Financial Safari
Episode 283 What? No mention of candy corn?

Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-tohouse for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNING STRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!


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11 months ago
55 minutes

Northern Alliance Financial - Financial Safari
Episode 282 Do be a do bee and don’t be a don’t bee.

You know, we're often told that retirement is this magical time where all our worries fade away. But the reality is, for many boomers, retirement comes with its own set of concerns. Coming up, two things to do and two things not to do to help you get to retirement.


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11 months ago
59 minutes 50 seconds

Northern Alliance Financial - Financial Safari
Episode 281 I get all my medical advice from Dr. Google

Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH and talk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if you wanna stay HEALTHY, WEALTHY, and HAPPY.


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1 year ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 280“The Four Seasons of Retirement Planning”

Coming up…we’re gonna celebrate the CHANGING OF THE SEASONS…and make sure you don’t get LEFT OUT IN THE COLD. Don’t miss our SPECIAL SEASONAL TIPS that you need to know for MAXIMUM FINANCIAL SUCCESS…from the SUNNY START of SPRING…to the FREEZING CHILL of WINTER!


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1 year ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 279 What? No mention of candy corn?

Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-to house for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNING STRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!


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1 year ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 278 Just like the game Operation, just don’t hit the edge or the pieces will fly everywhere.

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving parts, we break it all down on today’s show.


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1 year ago
59 minutes 50 seconds

Northern Alliance Financial - Financial Safari
Episode 277 I get all my medical advice from Dr. Google

Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH and talk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if you wanna stay HEALTHY, WEALTHY, and HAPPY.


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1 year ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 276 Hear ye hear ye, retirement is near, no need to live in fear

Coming up…do you want to RETIRE LIKE ROYALTY? We got FOUR HARD LESSONS learned by MONARCHS about MONEY, and we’re gonna give them to YOU so you can KEEP YOUR FORTUNES safe in your own castle.


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1 year ago
55 minutes

Northern Alliance Financial - Financial Safari
Episode 274 Eenie Meenie Miney Moe

A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not.


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1 year ago
59 minutes 50 seconds

Northern Alliance Financial - Financial Safari
Episode 275 “Those that fail to learn from history are doomed to repeat it.” Winston Churchill

A hot and perhaps divisive topic—one that’s been on everyone’s mind as we approach the 2024 election—the intersection of presidential races and economic policies and how they could affect your financial future, especially if you’re nearing or enjoying retirement.


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1 year ago
59 minutes 50 seconds

Northern Alliance Financial - Financial Safari
Episode 273 Watch that last step, it’s a doozy.

Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future costs, these missteps can significantly impact your retirement. We’ll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress-free retirement.


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1 year ago
55 minutes

Northern Alliance Financial - Financial Safari
Episode 272 Leave the ducks out of this.

You’re five years away from retirement. Are you prepared both financially and emotionally for the transition? We’ll make sure you have your bases covered and give you a few important actions to take to help make sure you are ahead of the game. All that, after this.

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1 year ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 271 Let the countdown begin.

Coming up today we’ll highlight some of the top retirement-related news stories this week, including some retirement regrets and offer you some tools to help you ease into retirement.


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1 year ago
53 minutes

Northern Alliance Financial - Financial Safari
Episode 270 Eenie Meenie Miney Moe

A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not

Show more...
1 year ago
59 minutes 50 seconds

Northern Alliance Financial - Financial Safari
Episode 269 “I got five on it...” -Luniz

What are the challenges facing Generation X in saving for retirement and why are Gen Xers being compared to Jan along the way? We cover that and more coming up on today’s show..


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1 year ago
55 minutes

Northern Alliance Financial - Financial Safari
We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.