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 70: Know Thyself – How Looking Inward Can Lead To Major Financial Impacts

Have you stopped to reflect on yourself and your feelings when it comes to finances? When you meet with an advisor, it’s important to be true to yourself. Today on the podcast, we’ll ask the questions you should sit with when it comes to making financial decisions and a financial plan.

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Ep 69: The Three Qualities of Money

What are the three qualities of money that everyone wants? How can you get all of them within your portfolio? Phil talks through the key three qualities and what you need to make it happen.

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