Podcast Episodes
Back to SearchIs 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, 7 months ago
Tax Mistakes to AVOID in 2024 (Part 2)
Episode 227
It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-…
2 years, 7 months ago
Tax Mistakes to AVOID in 2024 (Part 1)
Episode 226
It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-…
2 years, 7 months ago
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Episode 225
Just like any other threat, learning to recognize and avoid scams has become crucial for today's retirees. Join us as we discuss essential steps you …
2 years, 7 months ago
Understanding Annuities: The Good, Bad & Ugly
Episode 224
You’ve probably heard some mixed opinions on annuities in your lifetime. But before you get swayed one way or another, it’s important to understand w…
2 years, 7 months ago
The Retiree Dilemma: To Sell Or To Rent?
Episode 223
Many retirees find themselves at a crossroads when deciding what to do with their existing property as they move into their dream home. Would it be b…
2 years, 8 months ago
Retirement Planning Fear, Procrastination, and Indecision
Episode 222
Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it's the anxiety around…
2 years, 8 months ago
Retirement Planning Is Harder Than It Used To Be (Part 2)
Episode 221
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five mile…
2 years, 8 months ago
Retirement Planning Is Harder Than It Used To Be (Part 1)
Episode 220
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five mile…
2 years, 8 months ago
Mailbag: Adjusting to Retirement, Company Stock & More
Episode 219
In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to r…
2 years, 9 months ago