retirement planning goals

Bad Money Habits Could Spoil Your Retirement Party

Picture this: You’re at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because, with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success.

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Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it’s important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).

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Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)

In part one of this series, we covered some of the must-haves in retirement planning, such as housing, healthcare, food, and clothing costs. In this episode, Phil will discuss the importance of maintaining your current lifestyle in retirement and discuss some other critical factors that can contribute to cash flow problems. Join us as we chat about longevity, accounting for inflation, and more.

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Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.

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Ep 185: Top Money Mistakes In Retirement (Part 2)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we’ve distilled it down to what we believe are the top 10 mistakes to watch out for. In part two of this two-part episode, we’re going to discuss the next 5 money mistakes that Phil often sees in retirement planning.

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Ep 184: Top Money Mistakes In Retirement (Part 1)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we’ve distilled it down to what we believe are the top 10 mistakes to watch out for. In part one of this two-part episode, we’re going to discuss the first 5 money mistakes that Phil often sees in retirement planning.

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Ep 183: Key Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss & More

Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of getting remarried or entering retirement to the challenges of divorce and the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

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Ep 182: Unsure, Confident or Certain – Retirement Planning Next Steps

In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea whether you can retire or if you’re positive that you have sufficient funds to retire, we’ll cover some critical areas of retirement planning that you need to pay attention to.

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