Is it possible to have a “dividends only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” retirement plan. In this episode, we discuss the article and why you may want to consider some of the cons to this method of retirement planning. Join us on today’s episode as…
Read MoreThere are a ton of opinions out there on the market right now. Many are wondering what the next year has in store for us. Market volatility became the norm in 2022. Are we in for more of the same in 2023? In this episode, we’ll talk about the market outlook for the next 12…
Read MorePeople 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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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…
Read MoreWe 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.
Read MoreWhat 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.
Read MoreLet’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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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.
Read MoreWhen 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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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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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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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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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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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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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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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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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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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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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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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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