investing

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 84: Frequently Asked Questions About Bonds

Let’s dive into some frequently asked questions about bonds. Phil explains what they are and how they work.

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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 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 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 18: Finding Silver Linings in Unfortunate Financial Situations

Life never goes as planned but how you react to each situation determines how your affected. Let’s look at a handful of negative scenarios that retirees and pre-retirees face and find the silver lining that can help you make the best of a bad situation.

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