diversification

The S&P 500 and The Mag 6?

Tune in as Phil and Marc discuss the S&P 500 and how to make informed decisions that align with your financial goals. They also talk about the importance of understanding the true makeup of your investments, the risks of chasing returns, and the necessity of a well-rounded strategy for your retirement planning.

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All In One Basket? The Risks of Sector Investing

We know you shouldn’t put all your money into a single stock. But what about putting a lot of it into a strong market sector, diversified among different companies? Would it ever make sense to do that? In today’s episode of Phil’s Tax Hacks, we’re answering that question.

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5 Simple Retirement Questions (That Are Hard to Answer)

Retirement planning is complicated, especially when you boil it down to an individual level, and many of these questions can become overwhelming to answer. As you think ahead to what your retirement might look like, spend some time with each of these and see if you know how you’d answer. 

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Ep 164: Dividend-Only Retirement Plans

Is it possible to have a “dividends only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” retirement plan. In this episode, we discuss the article and why you may want to consider some of the cons to this method of retirement planning. Join us on today’s episode as…

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Ep 143: Mailbag: Rates of Return, TSP Investments, and More

We are opening up the mailbag today to answer various questions from listeners and clients. We’ll explore the average rate of return, blue-chip stocks, TSP investments, and much more on today’s show.

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Ep 134: Countdown to Retirement

As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.

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Ep 91: Planning Through Uncommon Sense

Do you ever think you’re doing it right but then find out it’s all wrong? Let’s talk uncommon sense in financial planning and what you should be doing.

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Ep 62: Is Diversification Just For Suckers?

Is your portfolio diversified? Should it be? What does true diversification look like? We’ll tell you on this episode.

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Ep 46: Survival Guide – Preparing for the Next Market Crash

What will happen to your portfolio when the market crashes next? Will you be ready or will your plans be wrecked? Let’s run through a list of the lessons we’ve learned that can be applied to the next bit downturn.

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Ep #5: What Classic Proverbs Can Teach You About Money

A number of common proverbs you’ve probably heard all your life can easily be applied to your finances. Are you keeping these simple lessons in mind when considering your retirement planning? Join us this episode as we place meaning to those proverbs.

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