Podcast Episodes
Back to SearchEp 119: How Do Kids Factor into Retirement Planning?
Episode 119
What role do our kids or grandkids play in our retirement plans? A lot of people want to save for their children and help them with big expenses like…
4 years, 9 months ago
Ep 118: Don’t Fumble in the Retirement Red Zone
Episode 118
Winning a football game is a lot like planning for retirement. As you enter the red zone, you don’t want to fumble the ball. When you’re getting clos…
4 years, 9 months ago
Ep 117: What They’re Saying - 2022 Economic Predictions
Episode 117
A lot of economic predictions are floating around about 2022. On today’s show, we’ll ask Phil his opinion on these predictions regarding GDP, inflati…
4 years, 9 months ago
Ep 116: How “The Great Resignation” Could Impact You
Episode 116
Millions of people are leaving their jobs. They are pausing work, retiring early, or changing career paths. What is “The Great Resignation” and how c…
4 years, 10 months ago
Ep 115: 22 Money Resolutions for 2022 Part 2
Episode 115
2022 is almost here! On today’s episode, we’ll finish our 22 money resolutions for 2022. How many of these can you accomplish?
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4 years, 10 months ago
Ep 114: 22 Money Resolutions for 2022 Part 1
Episode 114
As we ring in the new year, what are some money resolutions we should be thinking about? From reducing your debt to getting more organized we’ll disc…
4 years, 10 months ago
Ep 113: Mailbag – Retiring Early, Risk, and More
Episode 113
Are you thinking of retiring early? Is a budget necessary in retirement? Today, we are opening up the mailbag to answer some listener questions about…
4 years, 11 months ago
Ep 112: Retirement Late Bloomers
Episode 112
A lot of people feel behind when it comes to saving for retirement. What are some ways we can catch up? Even if you don’t feel behind these are great…
4 years, 11 months ago
Ep 111: Dropping the Ball Financially
Episode 111
If your advisor seems to only be interested in discussing investments and growth, it may be time to take a step back and make sure all of your retire…
4 years, 11 months ago
Ep 110: 4 Unreasonable Requests
Episode 110
Although you may never ask something unreasonable of your advisor, it’s important to know where that line is. It will help you manage your expectatio…
5 years ago