budget

6 Things to Do As You Count Down the Days to Retirement

Retirement marks a significant milestone in life. It’s a time when decades of hard work and dedication finally culminate into a period of relaxation and freedom. The transition isn’t always automatic and proper planning is crucial to ensure you enjoy your retirement years to the fullest. To help you prepare, we’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

Read More

Ep 114: 22 Money Resolutions for 2022 Part 1

As we ring in the new year, what are some money resolutions we should be thinking about? From reducing your debt to getting more organized, we’ll discuss the first 11 of 22 resolutions for 2022.

Read More

Ep 113: Mailbag – Retiring Early, Risk, and More

Are you thinking of retiring early? Is a budget necessary in retirement? Today, we are opening up the mailbag to answer some listener questions about retiring early, risk, pensions, budgets, and more.

Read More

Ep 109: Living the Dream

Retirement planning is not all about finances, we also need to think about our lifestyles and what activities will make us happy from day to day. Today, we’ll discuss what it means to live the dream and hopefully inspire you to plan out your unique goals.

Read More

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.

Read More

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?

Read More

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.

Read More

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.

Read More