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Power of Holistic Retirement Podcast - with Dedrick Adell
Dedrick Adell
26 episodes
2 days ago
Dedrick Adell is a Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, (281) 220-2700. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Park Avenue Securities LLC is not an affiliate or subsidiary of PAS or Guardian. Holistic Legacy Wealth is not an affiliate or subsidiary of PAS or Guardian.
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Investing
Business
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All content for Power of Holistic Retirement Podcast - with Dedrick Adell is the property of Dedrick Adell 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.
Dedrick Adell is a Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, (281) 220-2700. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Park Avenue Securities LLC is not an affiliate or subsidiary of PAS or Guardian. Holistic Legacy Wealth is not an affiliate or subsidiary of PAS or Guardian.
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Investing
Business
Episodes (20/26)
Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 26 - Power of Risk Tolerance

Have you wondered how to exactly invest? This episode will give you a breakdown on how to create your own personal risk tolerance for your investment portfolio.

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3 years ago
11 minutes 10 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 25 - Required Minimum Distributions

The IRS has strict rules about required minimum distributions.

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4 years ago
12 minutes 1 second

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 24 - Power of Roth Conversions

When you transfer funds, getting it right is important.

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4 years ago
9 minutes 25 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 23 - Power of Choosing Your Retirement Team

Just as a coach chooses his players, you should wisely choose those on your Retirement Team.

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4 years ago
11 minutes 27 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 22 - Voluntary Taxation

Taxation voluntary? Listen to learn more.

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4 years ago
10 minutes 32 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 21 - 12-Month Retirement Planning Checklist

Having a 12-month plan is the key to building your financial future.

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4 years ago
10 minutes 5 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 20 - Tax Deduction vs. Tax Credit

Why the difference matters.

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4 years ago
8 minutes 40 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 19 - Bulls and Bears

You hear the term Bulls and Bears, but what do they mean? This episode explains the terms, and what they mean to your financial wealth.

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4 years ago
13 minutes 56 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 18 - The Power of Retirement Options

You hold the power when you know your retirement options.

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4 years ago
12 minutes 30 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 17 - The Power of The Bucket Strategy

You've heard of the Bucket List? Now, hear about the Bucket Strategy.

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4 years ago
10 minutes 52 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 16 - The Power of Life Insurance

It's true. Life insurance can be quite powerful in your life.

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4 years ago
8 minutes 50 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 15 - Retirement in Your 70s and 80s

Planning to delay retirement? Here are the steps to take if retirement will be in your 70s or 80s.

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4 years ago
12 minutes 15 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 14 - Pre Retirement in Your 50s and 60s

You're almost ready to retire. So, how should you be handling your money in your 50s and 60s?

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4 years ago
12 minutes

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 13 - The Four Stages of Retirement

Do you know the Four Stages of Retirement? Dedrick addresses the first stage in this episode.

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4 years ago
10 minutes 34 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 12 - The 50 20 30 Budget Rule

Heard of The 50 20 30 Budget Rule? Implementing it in your life could put you on the path to financial freedom and security.

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4 years ago
9 minutes 41 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 11 - Good Debt vs. Bad Debt

What's the difference between good debt vs. bad debt? This podcast lays it out in simple terms.

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4 years ago
10 minutes 21 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 10 - Building An Emergency Savings

A loss of employment or unexpected expenses can cause panic. But, not if you've built emergency savings.

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4 years ago
9 minutes 25 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 9 - Tax Deferral Versus Tax Free

Taxes are tricky. But, not if you listen to this episode.

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4 years ago
11 minutes 40 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 8 - The History of the Roth IRA
  1. We hear about the Roth IRA a lot. But what is it, and how could you benefit from one?

In this episode, Dedrick reveals tips and the path to follow.

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4 years ago
9 minutes 55 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Chapter 7 - The History of the 401K

Did you know that the 401K started out as an almost-unnoticed, small section of a piece of legislation in 1978?

Today, the 401K is how many of us will fund retirement. How did it get started and how can it work for you? Listen to find out.

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4 years ago
11 minutes 28 seconds

Power of Holistic Retirement Podcast - with Dedrick Adell
Dedrick Adell is a Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, (281) 220-2700. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Park Avenue Securities LLC is not an affiliate or subsidiary of PAS or Guardian. Holistic Legacy Wealth is not an affiliate or subsidiary of PAS or Guardian.