Podcast

Ep 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

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Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level

Do you take a lot of risk or are you a conservative investor? On today’s episode, we’ll explore why risk tolerance matters and how understanding our own risk tolerance level can protect our assets and future.

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Ep 138: Top 10 Financial Debates – Part 2

Let’s continue our conversation on financial debates today. From deferring taxes to using credit cards, what is your opinion on these common financial debates?

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Ep 137: Top 10 Financial Debates – Part 1

Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On today’s episode, we’ll breakdown some famous financial debates and how each side approaches these topics. Who do you agree with?

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Ep 136: Are These Retirement Statistics Encouraging or Discouraging?

We are breaking down some retirement statistics on today’s episode. Are these numbers encouraging or discouraging?

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Ep 135: The Secret to Retirement Success

So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On today’s episode, we are going to discuss how we, as investors, can get out of our own way in order to have a successful retirement.

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Ep 134: Countdown to Retirement

As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.

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Ep 133: Can I Retire at 55?

It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a consistent paycheck at age 55? Phil will provide a great look at the reality of early retirement in today’s environment and apply some real-world examples to the discussion.

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Ep 132: Reasons You SHOULD Get Life Insurance

The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio. Life insurance can serve many different purposes for financial needs and we’ll share a few you might not have thought of on this episode.

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Ep 131: The Most Important Retirement Birthdays

Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement birthday milestones you need to be aware of when planning for the future.

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Ep 130: Common Housing Questions from Retirees

Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund? Find out on today’s show.

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Ep 129: Financial Jargon: Designations and Education

Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean?

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Ep 128: Financial Jargon: Terms & Definitions

There is a lot of financial jargon out there that can be confusing when you are trying to plan for retirement. So on today’s episode, we’ll explore a variety of different terms and definitions and how they apply to the financial planning process.

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Ep 127: Recognizing the Voice of Greed

When it comes to our money there are several ways, we tend to get greedy. So on today’s episode, we are going to discuss how to recognize the voice of greed and how we can fight against it.

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Ep 126: Guessing in Retirement Planning

What could go wrong if you end up guessing when planning for retirement? Today, we explore some areas in retirement planning you don’t want to guess at.

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Ep 125: Murky Issues in Retirement

What are most Americans confused about when it comes to retirement planning? On today’s episode, we discuss 3 murky issues that may be making retirement planning harder for you.

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Ep 124: State of the Market and Current Inflation

The current state of the market and the rate of inflation may be making you nervous. How do we expect current events to impact your retirement plan and what can we do to protect our financial future?

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Ep 123: What is the Most Important Part of Retirement Planning?

The most important part of retirement planning is going to look different for everyone. On today’s show, we discuss some expert claims about the most important part of planning and whether Phil agrees or disagrees.

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Ep 122: Values-Based Planning

How do we incorporate your values into your financial plan? On today’s episode, we discuss the important way your values could impact your plan.

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Ep 121: Planning for the Things We Can’t Predict

You can’t predict a lot of things: how long you’ll live, the next market crash, healthcare costs, tax rates. But you still have to plan for these things. On today’s episode, we’ll explore how you should handle planning for the things you can’t predict.

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