Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete….
Read MoreOf course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? Let’s explore that idea and weigh…
Read MoreAnother year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so…
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Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution.
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There is a lot of financial jargon out there that can be confusing when you are trying to plan for retirement. So on today’s episode, we’ll explore a variety of different terms and definitions and how they apply to the financial planning process.
Read MoreWhat could go wrong if you end up guessing when planning for retirement? Today, we explore some areas in retirement planning you don’t want to guess at.
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What are most Americans confused about when it comes to retirement planning? On today’s episode, we discuss 3 murky issues that may be making retirement planning harder for you.
Read MoreThe current state of the market and the rate of inflation may be making you nervous. How do we expect current events to impact your retirement plan and what can we do to protect our financial future?
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Inflation has long been known as the silent killer for financial planning because the small increases in prices each year weren’t noticeable day-to-day. Over time, however, those increments add up and eventually become magnified over the years.
Read MoreWhen you’re getting close to retirement, you certainly don’t want to fumble your retirement. On today’s episode, we’ll discuss how to keep your retirement protected as you enter the retirement red zone.
Read MoreA lot of economic predictions are floating around about 2022. On today’s show, we’ll ask Phil his opinion on these predictions regarding GDP, inflation, the housing market, and more.
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Everyone is different when it comes to risk tolerance. A lot of us think we are risk-averse, but we may be taking on more risk than we realize. On today’s episode, Phil is going to discuss risk aversion and how it affects our retirement plan.
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There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be discussing some of the gaps you need to keep an eye out for and how you can address them.
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How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future.
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Do you have a pension? If so, what does that mean when it comes to planning for your retirement? Let’s talk about this traditional retirement income source and what it means for planning
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Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.
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Retirement planning is all about finding the right mix of investments that fit your needs and your situation. There’s no such thing as a ‘one-size-fits-all’ approach, but there are factors that will impact every single on of us in retirement. Understanding these constants and planning for them will put your portfolio in a great position.
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