Podcast Episodes
Back to SearchDon't Wait Until April: Tax Moves Worth Making This Fall
Episode 347
Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually…
6 hours ago
The Truth About Common Money Decisions
Episode 346
Some financial decisions look complicated and turn out to be pretty simple. Others look simple and are anything but. Today, Phil’s taking a list of c…
1 week ago
5 Financial Frights That Keep Retirees Up at Night
Episode 345
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their min…
2 weeks ago
Raise It, Lower It, Fix It: The Debate Over Social Security's Newest Wrinkle
Episode 344
A new bill in Congress would let some workers claim full Social Security benefits at 60, seven years earlier than today’s rules stipulate. That's a b…
3 weeks ago
Is a Roth Conversion Worth It If You’re Close To Retirement?
Episode 343
"I'm 60, probably retiring in 5-6 years, and I just learned about Roth conversions. Is this something I should be doing?" This is a listener question…
1 month ago
What's Your Number? A Net Worth Reality Check
Episode 342
Some people place a lot of emphasis on their net worth. Other people never think about it at all. Today, Phil talks about how to calculate it, how yo…
1 month, 1 week ago
The Honor and the Headache of Being an Executor
Episode 341
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. …
1 month, 2 weeks ago
These 5 Questions Reveal A Lot About Your Financial Plan
Episode 340
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1 month, 3 weeks ago
Retiring on Accident: Ron's Story
Episode 339
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2 months ago
Financial Documents: What to Keep and Where
Episode 338
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2 months, 1 week ago