Podcast Episodes
Back to SearchEp 169: 2023 Retirement Preparedness Checklist (#1-5)
Episode 169
Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.
Si…
3 years, 9 months ago
Ep 168: Back to Basics - Income Planning
Episode 168
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if …
3 years, 9 months ago
Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)
Episode 167
In the first part of the series, Phil highlighted the age changes for required minimum distributions along with some Roth changes that were included.…
3 years, 9 months ago
Ep 166: SECURE Act 2.0 - RMD & Roth Changes (Part 1)
Episode 166
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Re…
3 years, 10 months ago
Ep 165: Top 401(k) Mistakes to Avoid
Episode 165
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to…
3 years, 10 months ago
Ep 164: Dividend-Only Retirement Plans
Episode 164
Is it possible to have a “Dividends Only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” reti…
3 years, 10 months ago
Ep 163: The Market Outlook for 2023
Episode 163
There are a ton of opinions out there on the market right now. Many are wondering what the next year has in store for us after market volatility beca…
3 years, 10 months ago
Ep 162: Will it Take a Miracle to Retire?
Episode 162
In this episode, we will be discussing this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. …
3 years, 11 months ago
Ep 161: Making Smart Decisions During Major Life Events
Episode 161
Some major life events catch us by surprise, and others are more anticipated. No matter the circumstance, it’s imperative to make wise financial deci…
3 years, 11 months ago
Ep 160: Should You Follow the 60-40 Rule?
Episode 160
People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective?
In this episode, we will break d…
3 years, 11 months ago