Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete.
Read MoreThere are a ton of opinions out there on the market right now. Many are wondering what the next year has in store for us. Market volatility became the norm in 2022. Are we in for more of the same in 2023? In this episode, we’ll talk about the market outlook for the next 12…
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When we have bad markets, traditional investing points to bonds. What if they aren’t the safe and secure investment that everyone thinks they are? In our current 2022 market, you may be considering bonds yourself. Today we are going to go over the ABC’s of bonds. There are many ways to get into bonds and…
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.
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It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a consistent paycheck at age 55? Phil will provide a great look at the reality of early retirement in today’s environment and apply some real-world examples to the discussion.
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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 MoreWhen it comes to our money there are several ways, we tend to get greedy. So on today’s episode, we are going to discuss how to recognize the voice of greed and how we can fight against it.
Read MoreWhen 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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We want confidence and stability in our retirement plans but overconfidence can cause us to make financial mistakes. Today we are discussing some common areas of overconfidence in financial planning and how we can manage these areas.
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Everyone is different when it comes to risk tolerance. A lot of us think we are risk-averse, but we may be taking on more risk than we realize. On today’s episode, Phil is going to discuss risk aversion and how it affects our retirement plan.
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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 are the three worlds of money and how do they fit into your financial plan? Phil shares where you should have your money and why.
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Do you feel like your world just changed overnight with the coronavirus? How about your portfolio and your financial situation? Today we’ll discuss the fallout in the market and what it means to retirement planning.
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You work hard and deserve the chance to enjoy your retirement to the fullest. No one wants to reach that next chapter with regrets on how you invested and planned along the way. Make the right decisions now and you won’t have that worry in retirement, and we’ll give you advice to rid your portfolio of regrets.
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We look to many different places for help with retirement planning, but have you ever considered what flying can teach us about investing? You might be surprised to hear that there are a number of parallels between the two and we’ll lay them out for your on this episode.
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