retirement planning

Ep 133: Can I Retire at 55?

It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a consistent paycheck at age 55? Phil will provide a great look at the reality of early retirement in today’s environment and apply some real-world examples to the discussion.

Read More

Busting the Biggest Social Security Myths

You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the program and what you need to know when claiming the benefit.

Read More

Ep 132: Reasons You SHOULD Get Life Insurance

The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio. Life insurance can serve many different purposes for financial needs and we’ll share a few you might not have thought of on this episode.

Read More

Annuities – What You Really Need to Know

One of the products that often gets mixed reviews is the annuity. The perception of annuities isn’t always great, but that doesn’t mean they might not be perfect for you.

Read More

Ep 127: Recognizing the Voice of Greed

When 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.

Read More

Ep 125: Murky Issues in Retirement

What are most Americans confused about when it comes to retirement planning? On today’s episode, we discuss 3 murky issues that may be making retirement planning harder for you.

Read More

How Inflation Impacts Retirement Planning

Inflation has long been known as the silent killer for financial planning because the small increases in prices each year weren’t noticeable day-to-day. Over time, however, those increments add up and eventually become magnified over the years.

Read More

Ep 119: How Do Kids Factor into Retirement Planning?

What role do our kids or grandkids play in our retirement plans? A lot of people want to save for their children and help them with big expenses like college. Doing so is great, but you have to incorporate that into your plan.

Read More

Ep 109: Living the Dream

Retirement planning is not all about finances, we also need to think about our lifestyles and what activities will make us happy from day to day. Today, we’ll discuss what it means to live the dream and hopefully inspire you to plan out your unique goals.

Read More

Ep 78: March Madness and Retirement Planning

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.

Read More

Ep 76: Reasons to Never Assume in Retirement

Are you assuming too much when it comes to your retirement plans? What common financial assumptions need to be corrected?

Read More

Ep 68: Retirement Statistics That Might Surprise You

Retirement planning will be different for every person, but it’s interesting to look at the averages to get a general guide on where you stand. Today we’ll share some retirement statistics that will give you a good idea of how the average American prepares for retirement and where the shortcomings might be.

Read More

Ep 67: Which Retirement Lifestyle Is Right For You?

As we finish off the year, we’re all dreaming about a lifestyle that looks a bit different than this one. What are your retirement lifestyle goals?

Read More

Ep 51: Simple Mistakes That Could Ruin Retirement

Many of the things you read or watch about finance will talk about the things you need to do to grow your portfolio. It’s not too often that you hear about the ways your retirement gets put in jeopardy, but it’s important to be aware of these mistakes. Today we’ll list five different errors people make that could ruin retirement so that you can make sure to do the opposite.  

Read More

Ep 42: Traditional IRA vs. Roth IRA

Are you investing in a traditional IRA or a Roth IRA? Which one is better? What pros and cons should you be aware about? Find out on this episode.

Read More

Ep 37: Best Intentions But Bad Advice?

As you try to make the best decisions, you may get a lot of bad advice–even from people with good intentions. How do you know who to listen to? Whose advice is bad and whose is good? We’ll look at four common people we turn to and explain why you should be careful. 

Read More

Ep 36: Financial Truths You Can Depend On

What financial truths can you depend on to always be true? While some financial statements may be more opinion than fact, these financial truths are ones you’ll want to hang on to.

Read More

Ep 32: Preparing for the Stages Leading Up to Retirement

Depending on how far away you are from retirement, you may have a different thing to focus on with your retirement plan. What should you be doing right now and how has the current market volatility impacted that?

Read More

Ep #12: Preparing for Retirement During Your Final Decade of Work

Being as prepared as possible before you reach retirement will ensure you’re able to enjoy the next chapter of your life to the fullest. To do that, you need to get your numbers in order, understand what you want out of retirement, and make sure you have healthcare covered. Let’s go through each of these items you need to take care of during your final years of work.

Read More

Ep #3: How Planning Your Summer Vacation Is Like Planning Your Retirement

If you’re heading out on a road trip this summer, there’s a long list of things you’ll want to remember when planning for your vacation. In retirement planning, some of those exact same items also need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.

Read More