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Understanding the Three Worlds of Money

A 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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Ep 133: Can I Retire at 55?

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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Ep 128: Financial Jargon: Terms & Definitions

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.

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Ep 127: Recognizing the Voice of Greed

When 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.

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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 108: Overconfidence in Financial Planning

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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Ep 106: What Is “Risk Averse”?

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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Ep 99: Breaking Down Economic News in Bits and Pieces

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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Ep 89: The Three Worlds of Money

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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Ep 31: Coronavirus Market Update

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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Ep #14: How to Live a Retirement Without Regret

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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Ep #11: What Can We Learn About Retirement from Flying?

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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