insurance

Ep 133: Can I Retire at 55?

It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a consistent paycheck at age 55? Phil will provide a great look at the reality of early retirement in today’s environment and apply some real-world examples to the discussion.

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Ep 132: Reasons You SHOULD Get Life Insurance

The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio. Life insurance can serve many different purposes for financial needs and we’ll share a few you might not have thought of on this episode.

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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.

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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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