Podcast

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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Ep 82: How Long Would A Million Bucks Last in Retirement?

If you had $1 million saved for retirement, how long could you live off of that? A lot of it depends on where you live. Let’s check out some possibilities across the country on today’s podcast.

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Ep 81: What Can We Learn From Will Rogers?

The quotes and quips from the past can shed a lot of light on the current situation when it comes to financial planning. Have you heard any of these before? How do they apply in your financial life?

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Ep 80: Are You Flirtin’ with Financial Disaster?

What kind of missteps can put you at risk for financial disaster? What corrections and adjustments can you make now that could save you from a whole bunch of problems later on?

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Ep 79: When Crisis Meets Opportunity

When faced with financial challenges, do you view them as a crisis or an opportunity? Phil shares how your financial advisor can help you navigate them.

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Ep 78: March Madness and Retirement Planning

March Madness is back! Have you filled out your brackets yet before the tournament starts? To have a little basketball-inspired fun today, we talk about the parallels between financial planning and March Madness.

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Ep 77: Status of the American Pension

Do you have a pension? If so, what does that mean when it comes to planning for your retirement? Let’s talk about this traditional retirement income source and what it means for planning

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Ep 76: Reasons to Never Assume in Retirement

Are you assuming too much when it comes to your retirement plans? What common financial assumptions need to be corrected?

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