Podcast Episodes
Back to SearchHow Should You Invest Money That You’ll Need in 3 Years?
Episode 259
One of the most difficult scenarios for investing is what to do with money you know you’re going to need within a few years for a large expense. You …
1 year, 11 months ago
What Financial Advisors With Every Investor Knew (Part 3)
Episode 258
We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big th…
1 year, 11 months ago
What Financial Advisors With Every Investor Knew (Part 2)
Episode 257
Today is part two on the things financial advisors wish investors knew. These are the things that can set you up for success in retirement but most p…
1 year, 11 months ago
Tariffs, Tax Cuts & Immigration: Financial Forecasting For 2025
Episode 256
This week, Phil and Marc dive into the potential financial impacts of tariffs, tax cuts, and immigration policies following the 2024 election. While …
1 year, 11 months ago
What Financial Advisors Wish Every Investor Knew (Part 1)
Episode 255
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? Th…
2 years ago
Is Dividend Investing Dead?
Episode 254
Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is …
2 years ago
How Raising the Social Security Retirement Age Could Impact You
Episode 253
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. There’s plenty of speculation about what migh…
2 years ago
What Makes Financial Planning at AFS Financial Group Unique?
Episode 252
Every firm has distinct principles that guide its approach to financial planning. When searching for an advisor, you want to find someone who aligns …
2 years, 1 month ago
The Tax Proposals of 2024’s Candidates
Episode 251
As the election season heats up, understanding the tax proposals of the presidential candidates is important. While we don’t talk politics on this sh…
2 years, 1 month ago
How Advisors Get Paid And Why It Matters
Episode 250
Ever wonder how your financial advisor really gets paid and what that means for you? Whether it’s a fee, a commission, or a salary, the way your advi…
2 years, 1 month ago