Podcast Episodes
Back to SearchTax Mistakes New Retirees Can’t Afford to Make
Episode 317
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
Nobody likes tax se…
7 months, 3 weeks ago
Selling Your Business for $1M: Is It Enough To Retire?
Episode 316
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
For many business o…
8 months ago
Retirement Decisions Aren’t All Black & White
Episode 315
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
Financial media lov…
8 months, 1 week ago
Selling an Inherited Home: The Tax Fear That Stops Families
Episode 314
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
Inheriting a home o…
8 months, 2 weeks ago
Popular (and Controversial) Financial Advice: Smart or Risky?
Episode 313
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
Big-name financial …
8 months, 3 weeks ago
Shiny Object Syndrome: What Smart Investors Avoid
Episode 312
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9 months ago
Roth or Traditional at 55: Which 401(k) Makes Sense?
Episode 311
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9 months, 1 week ago
Would You Trade $600 a Month to Protect Your Spouse?
Episode 310
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9 months, 2 weeks ago
What’s Changing in 2026 (And Why It Matters to Your Money)
Episode 309
A new year doesn’t just bring new headlines, it brings new rules that can quietly impact your money. Phil walks through the most important financial …
9 months, 3 weeks ago
“Should I Retire Early to Watch My Grandkids?”
Episode 308
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment …
10 months, 1 week ago