social security

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.

Read More

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 More

Mastering Retirement Cash Flow: Understanding Income

Get ready to finish up our conversation on retirement cash flow! This time, we’re diving into the income side of the equation. In our first two parts, we tackled the ins and outs of your expenses in retirement. Now, it’s all about understanding the crucial role of income analysis.

Read More

Ep 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 More

Ep 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 More

Ep 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 More

Ep 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?

Read More

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 More

Ep 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 More

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?

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 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.

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 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?

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More