Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
Read MoreIt might sound a bit counter-intuitive but saving might also get you in trouble once you reach that next chapter. Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life.
Read MoreOf course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets.
Read MoreAnother year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.
Read MoreIn many phases of life, our attitudes and mindsets can have a big impact on where we go and what we do. The mental side of life is as or more important than the physical side, and financial planning is no different. Having the right mindset not only helps you make the correct decisions, but…
Read MoreWe all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life expectancy has increased by nearly a decade since 1970, and there’s no reason to believe that trend won’t continue into the future. While it’s wonderful…
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Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution.
Read MoreWe are opening up the mailbag today to answer various questions from listeners and clients. We’ll explore the average rate of return, blue-chip stocks, TSP investments, and much more on today’s show.
Read MoreDo you take a lot of risk or are you a conservative investor? On today’s episode, we’ll explore why risk tolerance matters and how understanding our own risk tolerance level can protect our assets and future.
Read MoreA major hurdle to getting started with saving and investing is trying to figure out exactly where to begin. With so much information and so many products available, trying to narrow things down can feel a bit overwhelming.
Read MoreAs 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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There is a lot of financial jargon out there that can be confusing when you are trying to plan for retirement. So on today’s episode, we’ll explore a variety of different terms and definitions and how they apply to the financial planning process.
Read MoreThe 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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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.
Read MoreIn order to build a financial plan that’s customized to your goals, it requires assessing a wide range of factors. Maybe one of the most important for determining your investment strategy is how well you handle risk.
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Although you may never ask something unreasonable of your advisor, it’s important to know where that line is. It will help you manage your expectations. On today’s episode, we will discuss 4 unreasonable things to ask of or expect from your financial advisor.
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Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you age and near retirement.
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How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future.
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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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Let’s dive into some frequently asked questions about bonds. Phil explains what they are and how they work.
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