cash

The Universal Truths in Retirement Planning (Part 2)

Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?

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The Universal Truths in Retirement Planning (Part 1)

Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?

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Is Having ‘Cash’ Good or Bad?

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets.

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Ep 142: Surviving a Bear Market

What do pre-retirees and retirees need to know about surviving this bear market and possible recession? On today’s episode, we’ll explore some expert advice on surviving a bear market and whether we agree or disagree with these opinions.

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Ep 135: The Secret to Retirement Success

So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On today’s episode, we are going to discuss how we, as investors, can get out of our own way in order to have a successful retirement.

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How Do You Know When You’re Ready to Retire?

The number one question that every advisor hears from a client is when will they be able to retire? A number of factors will play into that timeline, but even if you are in a financial position to retire comfortably financially, are you actually ready to do that?

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Ep 69: The Three Qualities of Money

What are the three qualities of money that everyone wants? How can you get all of them within your portfolio? Phil talks through the key three qualities and what you need to make it happen.

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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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Ep 24: Managing Cash & Debt in Retirement

Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.

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