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The Truth About Downsizing in Retirement


Episode 294


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Book an appointment with Phil to get your customized planning process …


Published on 7 hours ago

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The Hidden Medicare Penalty You Might Be Paying


Episode 293


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Book an appointment with Phil to get your customized planning process …


Published on 1 week ago

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How to Change Careers at 55 Without Ruining Retirement


Episode 292


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Book an appointment with Phil to get your customized planning process …


Published on 2 weeks ago

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Inflation Is Still Wrecking Retirement Confidence


Episode 291


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Book an appointment with Phil to get your customized planning process …


Published on 3 weeks ago

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The Real Numbers Behind the Big Beautiful Bill


Episode 290


Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process …


Published on 4 weeks ago

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You’re Not Ready to Retire If This Is All You’ve Done


Episode 289


You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve do…


Published on 1 month ago

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Not Every Retirement Plan Fits Neatly In A Box


Episode 288


Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

No two retirements look the same, and often clients come in with circ…


Published on 1 month, 1 week ago

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Separate Accounts, Shared Future: Planning Retirement With Separate Finances


Episode 287


Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment

In this episode, Phil tackles a question many couples face: how do yo…


Published on 1 month, 2 weeks ago

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What’s Missing from Dave Ramsey’s 9-Step Retirement Plan


Episode 286


Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process …


Published on 1 month, 3 weeks ago

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Let's Talk about the Big Beautiful Bill (BBB)


Episode 285


Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV

Book an appointment with Phil to get your customized planning process …


Published on 2 months ago





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