Podcast Episodes
Back to SearchDo Smart Investors Really Need a Financial Advisor?
Episode 267
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a numb…
1 year, 8 months ago
What Do Proposed Tariffs Mean For Your Portfolio?
Episode 266
With the recent political landscape, tariffs have become a hot topic, often surrounded by confusion and misinformation. How do you sit through the no…
1 year, 8 months ago
Is Tech Overweighted? Understanding The Current Market Landscape
Episode 265
This week on Phil’s Tax Hacks, Phil and Marc dive into the current state of the stock market with a particular focus on the tech sector. They discuss…
1 year, 8 months ago
The New Retirement: Why Many Are Choosing Work Over Leisure
Episode 264
A recent article on Fortune highlights a growing trend among baby boomers: continuing to work well into their 60s and 70s. Surprisingly, this is not …
1 year, 9 months ago
How Will Trump’s Executive Orders Reshape the Economic Landscape
Episode 263
President Donald Trump wasted little time taking action once he returned to office, and people are wondering how these long list of Executive orders …
1 year, 9 months ago
Social Security Claiming Tips + New Legislation
Episode 262
Staying informed about Social Security changes is crucial for maximizing your benefits, and recent legislation will change benefits for a significant…
1 year, 9 months ago
Retirement Spending Strategies That Could Change Your Life!
Episode 261
It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we fe…
1 year, 10 months ago
Are Future Retirement Worries Harming Your Mental Health TODAY?
Episode 260
Are future retirement worries causing you mental health issues today? That's happening to a lot of folks right now. There's so m…
1 year, 10 months ago
How Should You Invest Money That You’ll Need in 3 Years?
Episode 259
One of the most difficult scenarios for investing is what to do with money you know you’re going to need within a few years for a large expense. You …
1 year, 10 months ago
What Financial Advisors With Every Investor Knew (Part 3)
Episode 258
We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big th…
1 year, 11 months ago