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 90: Not Your Father’s Retirement
How does retirement look today vs. back when Dad was retiring? We talk through what you need to prepare for when it comes to retirement in the modern era.
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Ep 81: What Can We Learn From Will Rogers?
The quotes and quips from the past can shed a lot of light on the current situation when it comes to financial planning. Have you heard any of these before? How do they apply in your financial life?
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Ep 66: End-of-Year Financial Planning
Today’s Hack: What financial moves should you make before the year is over? Have you talked with your financial advisor about these strategies? Let’s review the items that are most important at the end of the year. Click the timestamps below to jump ahead in the episode… Video Version: Other Retirement Facts: As wrap up…
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Ep 45: Investing Like a Genius
What can we learn from geniuses? How can we apply those same principles when making investment decisions? On this episode of Phil’s Tax Hacks, we’ll discover what it means to invest like a genius as well as answer a question from the mailbag.
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Ep 42: Traditional IRA vs. Roth IRA
Are you investing in a traditional IRA or a Roth IRA? Which one is better? What pros and cons should you be aware about? Find out on this episode.
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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.
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Ep 26: Traits Your Advisor Should Have
Financial advisors come in many different forms with varying degrees of experience, but every advisor you choose to work with should have a set of traits that will give your retirement plan the best chance of success. We’re going to take a look at five you should make sure your advisor or future advisor possess.
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