Podcast Episodes
Back to SearchEp 109: Living the Dream
Episode 109
Retirement planning is not all about finances, we also need to think about our lifestyles and what activities will make us happy from day to day. Tod…
5 years ago
Ep 108: Overconfidence in Financial Planning
Episode 108
We want confidence and stability in our retirement plans but overconfidence can cause us to make financial mistakes. Today we are discussing some com…
5 years ago
Ep 107: Tax Consequences – Pros and Cons
Episode 107
Do you know the tax consequences on your retirement accounts? Today, we will be discussing 5 different types of accounts and the tax pros and cons wi…
5 years ago
Ep 106: What is ”Risk Averse”?
Episode 106
Everyone is different when it comes to risk tolerance. A lot of us think we are risk-averse, but we may be taking on more risk than we realize. On to…
5 years ago
Ep 105: Financial Mistakes Couples Make
Episode 105
Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will hig…
5 years, 1 month ago
Ep 104: Can You Put Off These Financial Decisions?
Episode 104
We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addr…
5 years, 1 month ago
Ep 103: What Do You Need To Know About the Recent Tax Proposal?
Episode 103
If the recent tax proposals were to pass, how would it affect your financial plan? Some things we may want to look out for include changes in capital…
5 years, 1 month ago
Ep 102: 5 Ways to Mind the Gap
Episode 102
There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be dis…
5 years, 1 month ago
Ep 101: Red Flags in Your Financial Plan
Episode 101
Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.
…
5 years, 2 months ago
Ep 100: How Age & Wisdom Effect Retirement
Episode 100
Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you …
5 years, 2 months ago