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Phil Weiss, Founder of Apprise Wealth joined Tony on this episode of Get Ready Before Life Happens to talk about how understanding your financial situation, aligning your resources with your values, and having regular money conversations can help you navigate major life changes with more confidence and intention. Life transitions require clarity and confidence.

Key Takeaways

• Your money story shapes how you make financial decisions.
• Knowing your financial situation helps you see what’s possible.
• Moving from your accumulation (saving) phase to your spending (decumulation) phase requires a mindset shift.
• Align time, energy, attention, and money with what matters most.
• Regular “money dates” strengthen communication and clarity.
• During major transitions, pause and avoid rushed decisions.
• Asking questions builds confidence and better outcomes.

🧠 Tony’s Take: Financial confidence grows through clarity and conversation. When you understand where you stand, align your resources with your values, and stay engaged through regular discussions, you create the ability to navigate life’s transitions with confidence.

Connect withPhilip H. Weiss, CFA, CPA, RLP®:

• Apprise Wealth Website: https://apprisewealth.com
• LinkedIn: https://www.linkedin.com/in/philip-weiss/
• Blog: https://apprisewealth.com/news/
• Facebook: https://www.facebook.com/phil.weiss.330 or https://www.facebook.com/AppriseWealth
• YouTube: https://www.youtube.com/channel/UCdxgFt2cD1r5WP0-Y6LqMDg/
• Instagram: https://www.instagram.com/stories/phweiss11/

Resources:

• Caring for aging parents checklist (here)

Bio: 

Phil Weiss founded Apprise Wealth Management. He started his financial services career in 1987, working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management. Phil is a CFA charter holder, a CPA, and an RLP®.

Phil launched his own Registered Investment Advisor (RIA) business to provide financial planning, personal finance, and investment management services, as well as education, to women facing new beginnings. He believes it is a privilege to help others plan for their financial future. Please read this blog if you would like to learn more about what drove Phil to start Apprise and why he works with women facing new beginnings.

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