retirement

Ep 137: Top 10 Financial Debates – Part 1

Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On today’s episode, we’ll breakdown some famous financial debates and how each side approaches these topics. Who do you agree with?

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Ep 136: Are These Retirement Statistics Encouraging or Discouraging?

We are breaking down some retirement statistics on today’s episode. Are these numbers encouraging or discouraging?

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Ep 135: The Secret to Retirement Success

So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On today’s episode, we are going to discuss how we, as investors, can get out of our own way in order to have a successful retirement.

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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.

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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.

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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.

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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?

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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.

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Ep 118: Don’t Fumble in the Retirement Red Zone

When you’re getting close to retirement, you certainly don’t want to fumble your retirement. On today’s episode, we’ll discuss how to keep your retirement protected as you enter the retirement red zone.

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Ep 114: 22 Money Resolutions for 2022 Part 1

As we ring in the new year, what are some money resolutions we should be thinking about? From reducing your debt to getting more organized, we’ll discuss the first 11 of 22 resolutions for 2022.

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Ep 113: Mailbag – Retiring Early, Risk, and More

Are you thinking of retiring early? Is a budget necessary in retirement? Today, we are opening up the mailbag to answer some listener questions about retiring early, risk, pensions, budgets, and more.

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Ep 105: Financial Mistakes Couples Make

Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team.

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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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