401(k)

Ep 176: Back to the Basics – Retirement Saving Fundamentals

Are you aware that not all retirement accounts are created equal? In this episode, we’ll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can choose the best account for you.

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Ep 174: Lessons Learned from the Silicon Valley Bank Collapse

The Silicon Valley Bank situation has gotten all of the financial headlines over the past week, and rightfully so. The event immediately triggered worries that another 2008 event might happen again, but is that concern justified? In this episode, we’ll explain why this run on SVB happened, what it really means, and what lessons we can learn from this.

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Ep 116: How “The Great Resignation” Could Impact You

Millions of people are leaving their jobs. They are pausing work, retiring early, or changing career paths. What is “The Great Resignation” and how could it impact your retirement plan?

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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 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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