Podcast Episodes
Back to SearchTarget Date Funds: The Good, The Bad, The Ugly
Episode 247
When planning for retirement, one of the most common investment options you'll come across is the target date fund. These funds are designed to simpl…
2 years, 2 months ago
Your Guide To Medicare’s Open Enrollment Period
Episode 246
The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be pay…
2 years, 2 months ago
How Kids and Grandkids Affect Retirement
Episode 245
Kids and grandkids play a crucial role in shaping financial plans, often in ways that can significantly impact your retirement strategy. In this epis…
2 years, 2 months ago
Understanding Recent Market Volatility and Its Impact on Your Retirement
Episode 244
It’s been a wild start to August in the financial markets. You might’ve heard of the significant drops in the Nasdaq, which has left many investors f…
2 years, 2 months ago
Could Home Equity Conversion Mortgages Unlock Retirement Wealth?
Episode 243
Is the Home Equity Conversion Mortgage for Purchase (H4P) the game changer it promises to be, or just another potential pitfall? Historically, revers…
2 years, 3 months ago
Avoiding Scandal: Lessons from the James McDonald Fraud Case
Episode 242
In this episode, we explore the case of James McDonald, a former CNBC analyst, whose risky investment strategies with client money led to serious leg…
2 years, 3 months ago
The S&P 500 and The Mag 6?
Episode 241
The S&P 500 is often thought of as a broad market index, but today's reality is quite different. In fact, the index is heavily dominated by a few tec…
2 years, 3 months ago
Be Careful Who You Listen To (Getting The Right Financial Advice)
Episode 240
When it comes to your financial future, who you listen to can make all the difference. In this episode, Phil shares the story of a long-time client w…
2 years, 3 months ago
Retirement Planning “Aha” Moments
Episode 239
Have you ever experienced an "aha” moment that changed your perspective on something important? These are the moments when the light bulb goes off, a…
2 years, 4 months ago
To Trust Or Not To Trust... Are They Right for You?
Episode 238
To trust or not to trust… that is the question we’re tackling in this week’s episode. Trusts are often surrounded by misconceptions. Many believe the…
2 years, 4 months ago