financial plan

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.

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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.

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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.

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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.

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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.

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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?

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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?

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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 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?

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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.  

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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?

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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.

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Ep 48: Financial Planning Following the Loss of a Spouse

What happens to your financial plan once one spouse passes away? Is your plan organized and prepared or will the surviving spouse be left with a mess? Let’s talk about all the financial decisions you’ll be faced with during this difficult life event.

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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 43: 4 Financial Pre-Retirement Milestones

Are you prepared for retirement? Reaching these milestones before you get there will ensure you transition to retirement with ease.

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Ep 41: Should You Follow Dave Ramsey’s Advice?

From the debt snowball to perfectly following his baby steps, what does Phil think of Dave Ramsey’s advice? Is it something you should incorporate into your own financial plan or something to steer clear of?

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Ep 38: Playing the Financial Crossword Puzzle

When you complete a crossword puzzle, every letter and word needs to be right in order to achieve success. Similarly, a financial plan has a lot of intersecting parts that need to be aligned in order to achieve your goals. Are you ready to play?

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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.

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Ep 33: Coronavirus Update – CARES Act and Taxes

How is coronavirus impacting the market, your financial plan, and your taxes? Find out in
today’s coronavirus update.

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Ep 22: Are These Excuses Keeping Your From Retirement?

Have you ever heard someone tell you they don’t want to retire? Sometimes they might mean it, but other times it’s just a defense mechanism for the fact that they don’t feel prepared for retirement. Let’s take a look at some of the most common excuses and what they might actually mean.

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