budget

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 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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Ep 61: Would You Pass This Retirement Preparedness Quiz?

How do you know if you’re ready for retirement? Whether you plan to retire soon or years from now, taking this quiz will help you understand what you need to do to prepare.

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Ep 43: 4 Financial Pre-Retirement Milestones

Are you prepared for retirement? Reaching these milestones before you get there will ensure you transition to retirement with ease.

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