Podcast

Ep 102: 5 Ways to Mind the Gap

There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be discussing some of the gaps you need to keep an eye out for and how you can address them.

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Ep 101: Red Flags in Your Financial Plan

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.

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Ep 100: How Age & Wisdom Affect Retirement

Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you age and near retirement.

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Ep 99: Breaking Down Economic News in Bits and Pieces

How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future.

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Ep 98: What Makes Phil Tick?

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick.

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Ep 97: Why You Need Retirement Customization

What’s so important about a custom retirement plan? Because just like everything else about you, it’s not identical to someone else.

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Ep 96: The SECURE Act 2.0

The SECURE Act was passed in 2019, but is now facing possible amendments being added for the SECURE Act 2.0. On today’s episode of the podcast, we talk through these proposed changes and what that means for you.

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Ep 95: Things That Don’t Matter…Until They Do

What are those financial decisions you should be making now? It might seem unnecessary at the time, but you’ll be glad you handled it when the need arises.

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Ep 94: What Retirement Are You Living For?

Have you started daydreaming about what retirement looks like? Let’s talk today about what it takes to make that retirement dream a reality.

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Ep 93: 5 Things to Know About Decumulation

How hard or easy is it to spend your retirement savings? On today’s show we talk about the process and how to get it right.

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Ep 92: What is Your Spending Personality?

Do you know your spending type? What about your spouse’s spending type? How does that impact your financial plan? Phil talks us through the different types and how they pair with others.

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Ep 91: Planning Through Uncommon Sense

Do you ever think you’re doing it right but then find out it’s all wrong? Let’s talk uncommon sense in financial planning and what you should be doing.

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Ep 90: Not Your Father’s Retirement

How does retirement look today vs. back when Dad was retiring? We talk through what you need to prepare for when it comes to retirement in the modern era.

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Ep 89: The Three Worlds of Money

What are the three worlds of money and how do they fit into your financial plan? Phil shares where you should have your money and why.

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Ep 88: 5 Words That Describe Retirement

What words would you use to describe retirement? Having this vision can help shape your goals and needs for your financial plan.

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Ep 87: Playing the ‘What if?’ Financial Game

What scenarios might come up in your financial future? We talk through what you may (or may not) face and how to prepare accordingly with your financial plan.

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Ep 86: Do Retirees Really Need Life Insurance?

Is life insurance something you should have as a part of your retirement plan? Why or why not?

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Ep 85: Financial Planning in President Biden’s America

With the latest changes and spending proposals, we discuss how the economy might be impacted. What should you do now to prepare?

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Ep 84: Frequently Asked Questions About Bonds

Let’s dive into some frequently asked questions about bonds. Phil explains what they are and how they work.

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Ep 83: Financial Fact or Fiction?

What’s fact and what’s fiction when it comes to these financial planning concepts? Phil sets the record straight in order for you to plan accordingly.

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