Preparing to Face the Realities of Retirement Planning Today
The reality of retirement planning is that things are always changing and each passing generation faces a new set of challenges as they prepare for their future.
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Countdown Clarity: Timing Your Retirement Preparations
Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it. From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each.
Read MoreEp 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths – (Part 2)
We’re back for part two of this two-part series! In episode one, we debunked the first five common Social Security misconceptions and set the record straight. Today, we’ll take on the next five myths that have been causing confusion and misinformation about Social Security.
Read MoreEp 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths – (Part 1)
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this two-part episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about.
Read MoreEp 150: Getting Your Financial Decisions Right the First Time
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.
Read MoreEp 145: A Tough Conversation – Retirement and Divorce
We’re going to have a tough conversation about retirement and divorce on today’s episode. How does this difficult decision impact your retirement financially?
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Building an Income Plan for Retirement
Walking away from a working career means leaving a consistent paycheck behind, and that can be a scary thought. How will you replace that income and ensure yourself that your money will last the rest of your life?
Read MoreEp 138: Top 10 Financial Debates – Part 2
Let’s continue our conversation on financial debates today. From deferring taxes to using credit cards, what is your opinion on these common financial debates?
Read MoreEp 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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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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Ep 131: The Most Important Retirement Birthdays
Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement birthday milestones you need to be aware of when planning for the future.
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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.
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How Do You Know When You’re Ready to Retire?
The number one question that every advisor hears from a client is when will they be able to retire? A number of factors will play into that timeline, but even if you are in a financial position to retire comfortably financially, are you actually ready to do that?
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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 104: Can You Put Off These Financial Decisions?
We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addressing in our financial plan. On today’s episode, Phil will discuss 5 financial decisions that people tend to put off and whether it is okay to do so.
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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 71: Good News, Bad News in Financial Planning
No one likes bad news and sometimes the good news doesn’t outweigh the bad. On today’s podcast, we talk about a few financial topics that come with good news and bad news.
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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 55: Hindsight is 20/20 in Financial Planning
Ever wish you knew then what you know now? That’s especially true in the year 2020. We discuss areas where hindsight could help and what to do about those financial decisions today.
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