financial advisor

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Read More

The U.S. Retirement System On The Global Stage

Join us as we analyze the strengths and weaknesses of the U.S. retirement system and compare it to other retirement systems around the globe.

Read More

With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

Is ‘Lazy Money’ still a concern in 2024’s higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments.

Read More

Santa’s Naughty or Nice Investment Guide

In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year…

Read More

Questions You Must Ask Your Financial Advisor

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory relationship.

Read More

Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life.

Read More

How To Successfully Climb The Retirement Mountain

Ready for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.

Read More

Money Mistake You’ll Regret And How To Avoid Them

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode, we’ll explore some real-life stories of regret and arm you with the essential dos and don’ts to ensure your money works for you, not against you.

Read More

Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

Read More

Retirement Planning for High-Net-Worth Individuals

In today’s episode, we’re taking a close look at high-net-worth individuals – those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We’ll explore the distinct strategies and factors that come into play when securing a comfortable and prosperous retirement.

Read More

Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.

Read More

Understanding RMDs: A Guide For Retirees & The Soon-to-Retire

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings.

Read More

Retirement: Ready Or Not, Here It Comes

Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

Read More

Breaking Up is Hard: Navigating the Transition to a New Financial Advisor

In today’s episode, we’ll explore the sensitive and significant process of transitioning from one financial advisor to another. We’ll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner.

Read More

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Phil work to resolve conflicts in these areas as they arise.

Read More

Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)

Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.

Read More

Spotting Problematic Personalities of Rogue Advisors (Part 2)

Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn’t the right fit for you?

Read More

Spotting Problematic Personalities of Rogue Advisors (Part 1)

Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn’t the right fit for you?

Read More

Countdown Clarity: Timing Your Retirement Preparations

Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it. From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each.

Read More

Mastering Retirement Cash Flow: Understanding Income

Get ready to finish up our conversation on retirement cash flow! This time, we’re diving into the income side of the equation. In our first two parts, we tackled the ins and outs of your expenses in retirement. Now, it’s all about understanding the crucial role of income analysis.

Read More