Podcast Episodes
Back to SearchEp 98: What Makes Phil Tick?
Episode 98
To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes …
5 years, 2 months ago
Ep 97: Why You Need Retirement Customization
Episode 97
Retirement is not one-size-fits-all. Just like your bank account, family size, job, and home, you have a number of factors to add up to create a uniq…
5 years, 2 months ago
Ep 96: The SECURE Act 2.0
Episode 96
The SECURE Act was passed in 2019, but is now facing possible amendments being added for the SECURE Act 2.0. On today’s episode of the podcast, we ta…
5 years, 3 months ago
Ep 95: Things That Don’t Matter…Until They Do
Episode 95
There are a lot of things that don’t feel important, until you suddenly need them. What items do you need to be thinking about now, before it’s too l…
5 years, 3 months ago
Ep 94: What Retirement Are You Living For?
Episode 94
Have you started daydreaming about what retirement looks like? Let’s talk today about what it takes to make that retirement dream a reality.
Read mor…
5 years, 3 months ago
Ep 93: 5 Things to Know About Decumulation
Episode 93
How hard or easy is it to spend your retirement savings? On today’s show we talk about the process and how to get it right.
Read more and get addit…
5 years, 4 months ago
Ep 92: What is Your Spending Personality?
Episode 92
Do you know your spending type? What about your spouse’s spending type? How does that impact your financial plan? Phil talks us through the different…
5 years, 4 months ago
Ep 91: Planning Through Uncommon Sense
Episode 91
Do you ever think you’re doing it right but then find out it’s all wrong? Let’s talk uncommon sense in financial planning and what you should be doin…
5 years, 4 months ago
Ep 90: Not Your Father’s Retirement
Episode 91
As we approach Father’s Day, we’re thinking about dear old Dad. Maybe he was your hero or maybe you never really knew the real him. One thing’s for s…
5 years, 4 months ago
Ep 89: The Three Worlds of Money
Episode 90
Where should your money go? First you need to understand the three worlds of money: banking, insurance, and Wall Street (or stock investing). On toda…
5 years, 4 months ago