financial plan

Ep 101: Red Flags in Your Financial Plan

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.

Read More

Ep 100: How Age & Wisdom Affect Retirement

Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you age and near retirement.

Read More

Ep 98: What Makes Phil Tick?

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick.

Read More

Ep 97: Why You Need Retirement Customization

What’s so important about a custom retirement plan? Because just like everything else about you, it’s not identical to someone else.

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 89: The Three Worlds of Money

What are the three worlds of money and how do they fit into your financial plan? Phil shares where you should have your money and why.

Read More

Ep 88: 5 Words That Describe Retirement

What words would you use to describe retirement? Having this vision can help shape your goals and needs for your financial plan.

Read More

Ep 87: Playing the ‘What if?’ Financial Game

What scenarios might come up in your financial future? We talk through what you may (or may not) face and how to prepare accordingly with your financial plan.

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 78: March Madness and Retirement Planning

March Madness is back! Have you filled out your brackets yet before the tournament starts? To have a little basketball-inspired fun today, we talk about the parallels between financial planning and March Madness.

Read More

Ep 74: Getting More Involved in Retirement Planning

Are you in the know or in the dark when it comes to your financial plan? Is your spouse the one making the calls or are you doing it together? Let’s talk about the steps you can take to get more involved in your family’s finances.

Read More

Ep 71: Good News, Bad News in Financial Planning

No one likes bad news and sometimes the good news doesn’t outweigh the bad. On today’s podcast, we talk about a few financial topics that come with good news and bad news.

Read More

Ep 70: Know Thyself – How Looking Inward Can Lead To Major Financial Impacts

Have you stopped to reflect on yourself and your feelings when it comes to finances? When you meet with an advisor, it’s important to be true to yourself. Today on the podcast, we’ll ask the questions you should sit with when it comes to making financial decisions and a financial plan.

Read More

Ep 67: Which Retirement Lifestyle Is Right For You?

As we finish off the year, we’re all dreaming about a lifestyle that looks a bit different than this one. What are your retirement lifestyle goals?

Read More

Ep 64: Finding the Right Advisor

How do you pick the right advisor? Often we get caught up in finding the right investments and making sure the portfolio is balanced. But what about finding the right person to help you facilitate that plan?

Read More

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.

Read More

Ep 57: Retirement Ready…or Not?

Whether you are less than a decade away from retirement or at the beginning of your career, it’s important to have a saving mindset. How can you make sure you are retirement ready?

Read More

Ep 51: Simple Mistakes That Could Ruin Retirement

Many of the things you read or watch about finance will talk about the things you need to do to grow your portfolio. It’s not too often that you hear about the ways your retirement gets put in jeopardy, but it’s important to be aware of these mistakes. Today we’ll list five different errors people make that could ruin retirement so that you can make sure to do the opposite.  

Read More

Ep 50: The Financial Risks to Living Longer

We all want to live a long and good life, but what does that mean from a financial standpoint? What kind of financial plan do you need to prepare and how can you plan appropriately for an unknown lifespan?

Read More

Ep 49: Building Your Financial House

What does it take to build a strong financial plan? Let’s consider what goes into building a house and how this analogy may relate to financial planning.

Read More