Podcast Episodes
Back to SearchFinancial Fees - Getting to the Bottom Line
Episode 237
When it comes to managing your finances and planning for retirement, one of the most dreaded topics is fees. Whether you're investing in mutual funds…
2 years, 4 months ago
It’s Time To Talk Crypto
Episode 236
Cryptocurrency has been a buzzword for over a decade, but what exactly is it? In today’s episode, Phil is here to answer your questions. Fresh from a…
2 years, 4 months ago
All In One Basket? The Risks of Sector Investing
Episode 235
We know you shouldn’t put all your money into a single stock. But what about putting a lot of it into a strong market sector, diversified among diffe…
2 years, 5 months ago
The IRS Gave Us A Gift (Or Did They?)
Episode 234
In today’s episode, we’re going to discuss the ongoing confusion surrounding inherited IRAs and Required Minimum Distributions (RMDs). The SECURE Act…
2 years, 5 months ago
Long-Term Care and Life Insurance: The Basics You Must Know!
Episode 233
While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including i…
2 years, 5 months ago
Retiree Health Insurance: The Basics You Must Know!
Episode 232
While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including i…
2 years, 5 months ago
How Is Technology Redefining Retirement Planning?
Episode 231
In a world where technology touches every aspect of our lives, it's no surprise that it has also made its mark on the financial industry. So, in toda…
2 years, 6 months ago
The Rise of Retiree Healthcare Costs
Episode 230
The future of retiree health care costs is on the rise. In fact, the Employee Benefit Research Institute released numbers for 2023 showing an 8% incr…
2 years, 6 months ago
Steering Clear of Retirement Stress
Episode 229
Retirement is often painted as a serene, stress-free period of life where the worries of the working world fade away. However, psychologists have det…
2 years, 6 months ago
Is Retiring at 65 Crazy?
Episode 228
Is retiring at 65 crazy? One billionaire thinks so. In this episode, Phil and Marc unpack a recent Yahoo Finance article where BlackRock CEO Larry Fi…
2 years, 6 months ago