Planning

Finding the Right Financial Advisor

The common hesitation keeping people from beginning that relationship with an advisor is figuring out who to work with. It can be a challenge picking the right advisor because of the various designations, the different types of specialties, and worry that a person might just be trying to sell you a product.

Read More

Ep 134: Countdown to Retirement

As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.

Read More

Ep 124: State of the Market and Current Inflation

The current state of the market and the rate of inflation may be making you nervous. How do we expect current events to impact your retirement plan and what can we do to protect our financial future?

Read More

Ep 123: What is the Most Important Part of Retirement Planning?

The most important part of retirement planning is going to look different for everyone. On today’s show, we discuss some expert claims about the most important part of planning and whether Phil agrees or disagrees.

Read More

Ep 122: Values-Based Planning

How do we incorporate your values into your financial plan? On today’s episode, we discuss the important way your values could impact your plan.

Read More

How Do You Know When You’re Ready to Retire?

The number one question that every advisor hears from a client is when will they be able to retire? A number of factors will play into that timeline, but even if you are in a financial position to retire comfortably financially, are you actually ready to do that?

Read More

Ep 26: Traits Your Advisor Should Have

Financial advisors come in many different forms with varying degrees of experience, but every advisor you choose to work with should have a set of traits that will give your retirement plan the best chance of success. We’re going to take a look at five you should make sure your advisor or future advisor possess.

Read More

Ep 25: Will Retirement Age Continue to Rise?

For a long time most people have targeted 65 for retirement, which is older than most countries, but that might even go higher in the next few years. Those ages are already rising in countries like France and Spain as they move towards 67. Should you expect a later retirement date? And how does that impact planning? That’s what we’ll discuss today.

Read More

Ep 24: Managing Cash & Debt in Retirement

Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.

Read More

Ep 22: Are These Excuses Keeping Your From Retirement?

Have you ever heard someone tell you they don’t want to retire? Sometimes they might mean it, but other times it’s just a defense mechanism for the fact that they don’t feel prepared for retirement. Let’s take a look at some of the most common excuses and what they might actually mean.

Read More

Ep 21: The Ins and Outs of Mutual Funds

Mutual Funds have long been a very popular way for people to invest, but is that landscape changing? Let’s explore this investment option, explain some key terminology, and determine what the future might hold for mutual funds.

Read More

Ep 20: 5 Biggest Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. How do you know what to believe and what to ignore? On this show, we’ll clear up the top 5 misunderstandings about Social Security.

Read More

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.

Read More

Ep 17: 5 Ways We Sabotage Our Own Retirement

With so many aspects of the financial world out of your control, why would you sabotage your portfolio by not controlling what you can? Let’s discuss the ways in which people hurt their own financial health so you can keep from making the same mistakes.

Read More

Ep #14: How to Live a Retirement Without Regret

You work hard and deserve the chance to enjoy your retirement to the fullest. No one wants to reach that next chapter with regrets on how you invested and planned along the way. Make the right decisions now and you won’t have that worry in retirement, and we’ll give you advice to rid your portfolio of regrets.

Read More

Ep #13: The Variables That Shape Your Retirement Plan

Retirement is a unique experience for every person with many different factors determining what yours looks like and how you get there. What we do know, however, is that there are five key variables that will have a major impact on your plan. Understanding these and strategizing for them will give you control of your future.

Read More

Ep #11: What Can We Learn About Retirement from Flying?

We look to many different places for help with retirement planning, but have you ever considered what flying can teach us about investing? You might be surprised to hear that there are a number of parallels between the two and we’ll lay them out for your on this episode.

Read More