Podcast Episodes
Back to SearchEp 67: Which Retirement Lifestyle Is Right For You?
Episode 67
As we finish off the year, we’re all dreaming about a lifestyle that looks a bit different than this one. What are your retirement lifestyle goals?
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5 years, 10 months ago
Ep 66: End-of-Year Financial Planning
Episode 67
What financial moves should you make before the year is over? Have you talked with your financial advisor about these strategies? Let’s review the it…
5 years, 10 months ago
Ep 65: What to Know About Biden’s Tax Proposals
Episode 66
The Tax Foundation released a detailed analysis of Biden's tax proposals and this week we look at a few of the items that caught Phil's attention. Ar…
5 years, 10 months ago
Ep 64: Finding the Right Advisor
Episode 65
How do you pick the right advisor? Often we get caught up in finding the right investments and making sure the portfolio is balanced. But what about …
5 years, 11 months ago
Ep 63: Don’t Assume the Customer Is Always Right
Episode 64
We’ve all heard the saying, “the customer is always right”, but are they? When it comes to financial planning, you are going to see an advisor to hea…
5 years, 11 months ago
Ep 62: Is Diversification Just For Suckers?
Episode 63
Is your portfolio diversified? Should it be? What does true diversification look like? We’ll tell you on this episode.
Read more and get additional…
5 years, 11 months ago
Ep 61: Would You Pass This Retirement Preparedness Quiz?
Episode 62
How do you know if you’re ready for retirement? Whether you plan to retire soon or years from now, taking this quiz will help you understand what you…
5 years, 11 months ago
Ep 60: Answering Your 401(k) FAQs
Episode 61
Many of us have a 401(k), but how much do you really know about it? What frequently asked questions does Phil get when it comes to investing wisely?
…6 years ago
Ep 59: Mailbag: Should I Move My Investments To Cash Right Now?
Episode 60
Whenever you have questions or concerns about your financial situation, you should reach out to a financial advisor. Today we’re going to answer seve…
6 years ago
Ep 58: Reframing the Social Security Conversation
Episode 59
Are you understanding all of the options when it comes to Social Security? Or do you feel like retirement and Social Security always coincide? Today …
6 years ago