retirement planning

Long-Term Care and Life Insurance: The Basics You Must Know!

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. While we covered the basics you must know about health insurance in our last episode, today’s episode will focus on long-term care and life insurance.

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Protect Your Retirement From These 5 Types of Risk

Retirement planning goes beyond these five risks, but understanding these can help you better prepare and strategize for a more secure retirement.

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The Rise of Retiree Healthcare Costs

The future of retiree health care costs is on the rise. In fact, the Employee Benefit Research Institute released numbers for 2023 showing an 8% increase in retiree healthcare costs for the year. Stay tuned as Phil and Marc unpack these latest figures, which suggest that a typical U.S. couple may need upwards of $413,000 to cover their healthcare expenses in retirement.

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Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

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The Retiree Dilemma: To Sell Or To Rent?

Many retirees find themselves at a crossroads when deciding what to do with their existing property as they move into their dream home. Would it be best to sell, or should you consider becoming a landlord? Drawing from personal experiences and real client scenarios, Phil and Marc will explore the pros and cons of turning a home into a rental property in this episode.

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4 Things March Madness and Retirement Planning Have in Common

The month of March has become synonymous with college basketball and the drama of the NCAA Tournament. Millions tune in every year to watch the buzzer-beaters and upsets with the hope that their bracket can withstand the craziness.

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Retirement Planning Fear, Procrastination, and Indecision

Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it’s the anxiety around making the right choices or grappling with an overload of information, it can be tempting to push off important retirement planning conversations. It’s a familiar scenario – putting things off to “next week,” only to find that “next week” turns into a long period of indecision.

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Retirement Planning Is Harder Than It Used To Be (Part 2)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning.

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Retirement Planning Is Harder Than It Used To Be (Part 1)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning.

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Mailbag: Adjusting to Retirement, Company Stock & More

In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to retirement planning, and Phil is here to provide some expert insights.

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6 Things to Do As You Count Down the Days to Retirement

Retirement marks a significant milestone in life. It’s a time when decades of hard work and dedication finally culminate into a period of relaxation and freedom. The transition isn’t always automatic and proper planning is crucial to ensure you enjoy your retirement years to the fullest. To help you prepare, we’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

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Are Your Good Money Habits Holding You Back? (Part 2)

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial working in your favor? In part two, we explore the pros and cons of practices like paying off debt early and keeping up with the financial news.

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Are Your Good Money Habits Holding You Back? (Part 1)

This two-part conversation might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor?

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The U.S. Retirement System On The Global Stage

Join us as we analyze the strengths and weaknesses of the U.S. retirement system and compare it to other retirement systems around the globe.

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Santa’s Naughty or Nice Investment Guide

In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year…

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Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life.

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Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life.

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How To Successfully Climb The Retirement Mountain

Ready for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.

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Money Mistake You’ll Regret And How To Avoid Them

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode, we’ll explore some real-life stories of regret and arm you with the essential dos and don’ts to ensure your money works for you, not against you.

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Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

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