Podcast Episodes
Back to SearchCould Retire, Doesn't: The Psychology of Staying at Work
Episode 337
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Phil digs into the real reasons…
2 months, 2 weeks ago
What Are Your Financial Pain Points?
Episode 336
When it comes to financial planning, everybody has something that bothers them. Today, Phil’s walking through some of the most common pain points we …
2 months, 3 weeks ago
The Pitfalls of Do-It-Yourself Retirement Planning
Episode 335
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2 months, 4 weeks ago
The 5 D's of Retirement Planning
Episode 334
According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same lett…
3 months ago
The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?
Episode 333
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings…
3 months, 1 week ago
How Too Much Research Can Work Against You
Episode 332
Financial information has never been more available — TV, podcasts, YouTube, Reddit, and now AI that will answer any question in about three seconds.…
3 months, 3 weeks ago
3.7 Million People Watched This Retirement Video — Here's What We Think
Episode 331
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it wa…
4 months ago
She Didn't Plan to Retire at 62. Here's How It Happened.
Episode 330
What happens when retirement arrives sooner than expected? In this episode, Phil and Marc walk through the real-life scenario of “Fran,” a former tea…
4 months, 1 week ago
Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement
Episode 329
Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something…
4 months, 2 weeks ago
The Pension Choice That Can Make or Break a Survivor Plan
Episode 328
A larger pension check today can look incredibly tempting, but what happens if your spouse outlives you? Phil breaks down one of the biggest pension …
4 months, 3 weeks ago