Podcast Episodes
Back to SearchEp 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, 5 months ago
Ep 88: 5 Words That Describe Retirement
Episode 89
The MIT AgeLab did a study a couple of years ago asking people for five words to describe what retirement looked like. They came back with 928 words,…
5 years, 5 months ago
Ep 87: Playing the ‘What if?’ Financial Game
Episode 88
There’s a lot we can’t control, but we can prepare for what might happen in different “what if” scenarios. On today’s episode of the podcast, we disc…
5 years, 5 months ago
Ep 86: Do Retirees Really Need Life Insurance?
Episode 87
Typically, we think of life insurance for a young family to care for your spouse and kids if the worst were to happen. Do you really need life insura…
5 years, 5 months ago
Ep 85: Financial Planning in President Biden's America
Episode 86
With the latest changes and spending proposals, we discuss how the economy might be impacted. What should you do now to prepare?
Read more and get…
5 years, 5 months ago
Ep 84: Frequently Asked Questions About Bonds
Episode 85
How much do you know about bonds? We’ll share some frequently asked questions and answers in today’s show.
Read more and get additional financial r…
5 years, 6 months ago
Ep 83: Financial Fact or Fiction?
Episode 84
What’s fact and what’s fiction when it comes to these financial planning concepts? Phil sets the record straight in order for you to plan accordingly…
5 years, 6 months ago
Ep 82: How Long Would A Million Bucks Last in Retirement?
Episode 83
If you had $1 million saved for retirement, how long could you live off of that? A lot of it depends on where you live. Let’s check out some possibil…
5 years, 6 months ago
Ep 81: What Can We Learn From Will Rogers?
Episode 82
The quotes and quips from the past can shed a lot of light on the current situation when it comes to financial planning. Have you heard any of these …
5 years, 7 months ago
Ep 80: Are You Flirtin’ with Financial Disaster?
Episode 81
How do you know if you’re flirting with financial disaster? On today’s episode of the podcast, Phil goes over four big areas where things can really …
5 years, 7 months ago