It might sound a bit counter-intuitive but saving might also get you in trouble once you reach that next chapter. Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life.
Read MoreIf the thought of putting together a financial plan is overwhelming to you, know that you aren’t alone. With many moving pieces and endless sources of information, the most difficult part of building a financial plan is knowing where to start.
Read MoreIf you aren’t sure how to tell whether an advisor actually has a planning process or just gives sales pitches all day, we’re going to tell you what to look out for to help you identify the difference.
Read MoreIn this episode, we will be discussing this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel sure about their retirement futures? Listen to find out. Join us on today’s episode as we…
Read MoreSome major life events catch us by surprise, and others are more anticipated. No matter the circumstance, it’s imperative to make wise financial decisions when navigating these life changes. Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in…
Read MoreGetting through retirement can be a lot like running a marathon. In this episode, we will discuss some similarities between getting to the finish line in racing and retirement. A lot of people assume that training for a marathon consists of long runs every day, when it actually involves a lot of planning. Most marathoners…
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For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.
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People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…
Read MoreIn order to build a financial plan that’s customized to your goals, it requires assessing a wide range of factors. Maybe one of the most important for determining your investment strategy is how well you handle risk.
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Retirement planning is not all about finances, we also need to think about our lifestyles and what activities will make us happy from day to day. Today, we’ll discuss what it means to live the dream and hopefully inspire you to plan out your unique goals.
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Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.
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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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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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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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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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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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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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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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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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