Podcast Episodes
Back to SearchEp 77: Status of the American Pension
Episode 78
While pensions used to be the standard retirement benefit offered by companies, that is becoming less and less common. On today’s episode of the podc…
5 years, 7 months ago
Ep 76: Reasons to Never Assume in Retirement
Episode 77
You know what happens when you assume, right? We all make assumptions from time to time as humans, but what assumptions are you making from a retirem…
5 years, 7 months ago
Ep 75: Saving for Retirement as a Business Owner
Episode 76
A lot of small business owners put so much into their business plan and into their business, that sometimes they overlook themselves. One of their bi…
5 years, 8 months ago
Ep 74: Getting More Involved in Retirement Planning
Episode 75
Are you in the know or in the dark when it comes to your financial plan? Is your spouse the one making the calls or are you doing it together? Let’s …
5 years, 8 months ago
Ep 73: Top Tax Tips for Filing in 2021
Episode 74
As you file your 2020 taxes, what do you need to be aware of to account for that unprecedented year? What changes were made and how should you prepar…
5 years, 8 months ago
Ep 72: The GameStop Stock Story
Episode 73
Wondering what just happened with GameStop stock? Wish you had jumped on that bandwagon? Phil gives some information on what happened and what he thi…
5 years, 8 months ago
Ep 71: Good News, Bad News in Financial Planning
Episode 72
No one likes bad news and sometimes the good news doesn’t outweigh the bad. On today’s podcast, we talk about a few financial topics that come with g…
5 years, 9 months ago
Ep 70: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts
Episode 70
Have you stopped to reflect on yourself and your feelings when it comes to finances? When you meet with an advisor, it’s important to be true to your…
5 years, 9 months ago
Ep 69: The Three Qualities of Money
Episode 69
What are the three qualities of money that everyone wants? How can you get all of them within your portfolio? Phil talks through the key three qualit…
5 years, 9 months ago
Ep 68: Retirement Statistics That Might Surprise You
Episode 68
Retirement planning will be different for every person, but it’s interesting to look at the averages to get a general guide on where you stand. Today…
5 years, 9 months ago