401(k)

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 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 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 75: Saving for Retirement as a Business Owner

Are you in the know or in the dark when it comes to your financial plan? Is your spouse the one making the calls or are you doing it together? Let’s talk about the steps you can take to get more involved in your family’s finances.

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Ep 60: Answering Your 401(k) FAQs

Many of us have a 401(k), but how much do you really know about it? What frequently asked questions does Phil get when it comes to investing wisely?

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Ep 59: Mailbag – Should I Move My Investments To Cash Right Now?

Whenever you have questions or concerns about your financial situation, you should reach out to a financial advisor. Today we’re going to answer several questions from listeners to hear what Phil has to say regarding everything from a long-term care policy to tax refunds.

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