retirement

Ep 98: What Makes Phil Tick?

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick.

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Ep 97: Why You Need Retirement Customization

What’s so important about a custom retirement plan? Because just like everything else about you, it’s not identical to someone else.

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Ep 94: What Retirement Are You Living For?

Have you started daydreaming about what retirement looks like? Let’s talk today about what it takes to make that retirement dream a reality.

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Ep 90: Not Your Father’s Retirement

How does retirement look today vs. back when Dad was retiring? We talk through what you need to prepare for when it comes to retirement in the modern era.

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Ep 88: 5 Words That Describe Retirement

What words would you use to describe retirement? Having this vision can help shape your goals and needs for your financial plan.

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Ep 86: Do Retirees Really Need Life Insurance?

Is life insurance something you should have as a part of your retirement plan? Why or why not?

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Ep 85: Financial Planning in President Biden’s America

With the latest changes and spending proposals, we discuss how the economy might be impacted. What should you do now to prepare?

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Ep 84: Frequently Asked Questions About Bonds

Let’s dive into some frequently asked questions about bonds. Phil explains what they are and how they work.

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Ep 83: Financial Fact or Fiction?

What’s fact and what’s fiction when it comes to these financial planning concepts? Phil sets the record straight in order for you to plan accordingly.

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Ep 82: How Long Would A Million Bucks Last in Retirement?

If you had $1 million saved for retirement, how long could you live off of that? A lot of it depends on where you live. Let’s check out some possibilities across the country on today’s podcast.

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Ep 81: What Can We Learn From Will Rogers?

The quotes and quips from the past can shed a lot of light on the current situation when it comes to financial planning. Have you heard any of these before? How do they apply in your financial life?

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Ep 75: Saving for Retirement as a Business Owner

Are you in the know or in the dark when it comes to your financial plan? Is your spouse the one making the calls or are you doing it together? Let’s talk about the steps you can take to get more involved in your family’s finances.

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Ep 61: Would You Pass This Retirement Preparedness Quiz?

How do you know if you’re ready for retirement? Whether you plan to retire soon or years from now, taking this quiz will help you understand what you need to do to prepare.

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Ep 58: Reframing the Social Security Conversation

Are you understanding all of the options when it comes to Social Security? Or do you feel like retirement and Social Security always coincide? Today we take a look at this important piece of retirement income.

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Ep 57: Retirement Ready…or Not?

Whether you are less than a decade away from retirement or at the beginning of your career, it’s important to have a saving mindset. How can you make sure you are retirement ready?

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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.  

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Ep 50: The Financial Risks to Living Longer

We all want to live a long and good life, but what does that mean from a financial standpoint? What kind of financial plan do you need to prepare and how can you plan appropriately for an unknown lifespan?

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Ep 43: 4 Financial Pre-Retirement Milestones

Are you prepared for retirement? Reaching these milestones before you get there will ensure you transition to retirement with ease.

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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.

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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?

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