investments

Ep 160: Should You Follow the 60-40 Rule?

People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective? In this episode we are going to break down the 60-40 rule and help you understand ways you can expand this concept to better diversify your investments. Join us on today’s episode as we break…

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Ep 154: The ABC’s of Bonds

When we have bad markets, traditional investing points to bonds. What if they aren’t the safe and secure investment that everyone thinks they are? In our current 2022 market, you may be considering bonds yourself. Today we are going to go over the ABC’s of bonds. There are many ways to get into bonds and…

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Ep 143: Mailbag: Rates of Return, TSP Investments, and More

We are opening up the mailbag today to answer various questions from listeners and clients. We’ll explore the average rate of return, blue-chip stocks, TSP investments, and much more on today’s show.

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Ep 142: Surviving a Bear Market

What do pre-retirees and retirees need to know about surviving this bear market and possible recession? On today’s episode, we’ll explore some expert advice on surviving a bear market and whether we agree or disagree with these opinions.

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Ep 138: Top 10 Financial Debates – Part 2

Let’s continue our conversation on financial debates today. From deferring taxes to using credit cards, what is your opinion on these common financial debates?

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Ep 131: The Most Important Retirement Birthdays

Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement birthday milestones you need to be aware of when planning for the future.

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Ep 127: Recognizing the Voice of Greed

When it comes to our money there are several ways, we tend to get greedy. So on today’s episode, we are going to discuss how to recognize the voice of greed and how we can fight against it.

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Ep 111: Dropping the Ball Financially

If your advisor seems to only be interested in discussing investments and growth, it may be time to take a step back and make sure all of your retirement pieces are being addressed. On today’s show, we will discuss 5 areas advisors can drop the ball and how you can stay vigilant in protecting your retirement plan.

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Ep 107: Tax Consequences – Pros and Cons

Do you know the tax consequences on your retirement accounts? Today, we will be discussing 5 different types of accounts and the tax pros and cons with each.

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Ep 106: What Is “Risk Averse”?

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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Ep 101: Red Flags in Your Financial Plan

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.

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Ep 100: How Age & Wisdom Affect Retirement

Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you age and near retirement.

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Ep 78: March Madness and Retirement Planning

March Madness is back! Have you filled out your brackets yet before the tournament starts? To have a little basketball-inspired fun today, we talk about the parallels between financial planning and March Madness.

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Ep 72: The GameStop Stock Story

Wondering what just happened with GameStop stock? Wish you had jumped on that bandwagon? Phil gives some information on what happened and what he thinks about it.

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Ep 63: Don’t Assume the Customer Is Always Right

Do you believe the customer is always right? Or are you open and coachable when it comes to working with your advisor on your financial plan?

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Ep 59: Mailbag – Should I Move My Investments To Cash Right Now?

Whenever you have questions or concerns about your financial situation, you should reach out to a financial advisor. Today we’re going to answer several questions from listeners to hear what Phil has to say regarding everything from a long-term care policy to tax refunds.

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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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Ep 47: Classic Pre-Retiree Mistakes to Avoid

As you get closer to retirement, you might be prone to make these mistakes. We’ll talk through the key areas to be aware of so you can make better decisions as you near retirement.

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Ep 32: Preparing for the Stages Leading Up to Retirement

Depending on how far away you are from retirement, you may have a different thing to focus on with your retirement plan. What should you be doing right now and how has the current market volatility impacted that?

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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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