Podcast Episodes
Back to SearchSeparate Accounts, Shared Future: Planning Retirement With Separate Finances
Episode 287
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In this episode, Ph…
1 year, 3 months ago
What’s Missing from Dave Ramsey’s 9-Step Retirement Plan
Episode 286
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1 year, 3 months ago
Let's Talk about the Big Beautiful Bill (BBB)
Episode 285
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1 year, 3 months ago
Should You Gift Now or Leave a Legacy Later?
Episode 284
You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should y…
1 year, 4 months ago
Planning for Retirement When You’ll Never Have an Empty Nest
Episode 283
For many parents, retirement planning includes the idea of an empty nest. But what if that’s never going to be your reality? Today, Phil answers a vi…
1 year, 4 months ago
Big Changes - The 4% Rule Gets a Makeover
Episode 282
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now…
1 year, 4 months ago
Let’s Talk Target-Date Funds: Pros and Cons
Episode 281
Target-date funds seem like the ultimate “set it and forget it” retirement strategy, but are they really as simple and safe as advertised? In today's…
1 year, 4 months ago
Key Things For Parents & Grandparents To Teach A New Graduate
Episode 280
Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Ph…
1 year, 5 months ago
5 Ways Wishful Thinking Can Damage Your Retirement
Episode 279
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Phil is…
1 year, 5 months ago
A Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move
Episode 278
Today Phil’s talking about Type A personalities. If you’re driven, competitive, and goal-oriented then you’re part of the club that often struggles d…
1 year, 5 months ago