Financial decisions

Ep 104: Can You Put Off These Financial Decisions?

We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addressing in our financial plan. On today’s episode, Phil will discuss 5 financial decisions that people tend to put off and whether it is okay to do so.

Read More

Ep 95: Things That Don’t Matter…Until They Do

What are those financial decisions you should be making now? It might seem unnecessary at the time, but you’ll be glad you handled it when the need arises.

Read More

Ep 79: When Crisis Meets Opportunity

When faced with financial challenges, do you view them as a crisis or an opportunity? Phil shares how your financial advisor can help you navigate them.

Read More

Ep 55: Hindsight is 20/20 in Financial Planning

Ever wish you knew then what you know now? That’s especially true in the year 2020. We discuss areas where hindsight could help and what to do about those financial decisions today.

Read More

Ep 37: Best Intentions But Bad Advice?

As you try to make the best decisions, you may get a lot of bad advice–even from people with good intentions. How do you know who to listen to? Whose advice is bad and whose is good? We’ll look at four common people we turn to and explain why you should be careful. 

Read More

Ep 36: Financial Truths You Can Depend On

What financial truths can you depend on to always be true? While some financial statements may be more opinion than fact, these financial truths are ones you’ll want to hang on to.

Read More

Ep 34: How to Avoid Getting Lost in the Financial World

Retirement planning and financial goals can be tricky to navigate. Instead of getting lost and going down the wrong path, here’s what to look out for and how to head in the right direction in the financial world.

Read More

Ep 29: Considering Your Emotions When Making Financial Decisions

While it may seem like your financial decisions are all about the numbers, emotions play a big part in what you do with your money! How much should you let your emotions decide and when should you turn more towards logic? We’ll discuss that on this episode.

Read More

Ep #4: Tips for Making Tough Financial Decisions

When it comes to financial decisions, the process can become overwhelming trying to make the right one and you often stall out in the process. Sometimes you just need to decide and move forward. Fish or cut bait. One way or another, you need to keep going. We’ll highlight a few of the areas where people get stuck most often when making financial decisions and how to prevent that.

Read More