Podcast Episodes

Am I Ready to Retire in 2026?

Episode 327

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5 months ago

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Inside a Great Financial Planning Experience

Episode 326

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5 months, 1 week ago

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Memorial Day Reminder: What Does Real Financial Protection Look Like?

Episode 325

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5 months, 2 weeks ago

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You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

Episode 324

You’ve done a great job managing your money, so why change anything now? That’s the question Phil’s tackling in this episode. As retirement approache…

5 months, 3 weeks ago

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Volunteering: The Best Investment You Might Make In Retirement

Episode 323

In honor of National Volunteer Week (April 19-25), Phil talks about why volunteering is an important part of life, especially in retirement. Retireme…

6 months, 1 week ago

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A New Proposal Might Cap Your Social Security Payments

Episode 322

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6 months, 2 weeks ago

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The Surprisingly Hard Part of Retirement Nobody Warns You About

Episode 321

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6 months, 3 weeks ago

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What Happens to Your Retirement When Your Income Isn't Predictable?

Episode 320

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6 months, 4 weeks ago

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Life Insurance in Your 50s: Do You Have the Right Kind?

Episode 319

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7 months ago

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Is AI Coming For Your Retirement?

Episode 318

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7 months, 2 weeks ago

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