taxes

Ep 81: What Can We Learn From Will Rogers?

The quotes and quips from the past can shed a lot of light on the current situation when it comes to financial planning. Have you heard any of these before? How do they apply in your financial life?

Read More

Ep 80: Are You Flirtin’ with Financial Disaster?

What kind of missteps can put you at risk for financial disaster? What corrections and adjustments can you make now that could save you from a whole bunch of problems later on?

Read More

Ep 76: Reasons to Never Assume in Retirement

Are you assuming too much when it comes to your retirement plans? What common financial assumptions need to be corrected?

Read More

Ep 73: Top Tax Tips for Filing in 2021

As you file your 2020 taxes, what do you need to be aware of to account for that unprecedented year? What changes were made and how should you prepare? We’ll fill you in on the top tax tips.

Read More

Ep 65: What to Know About Biden’s Tax Proposals

The Tax Foundation released a detailed analysis of Biden’s tax proposals and this week we look at a few of the items that caught Phil’s attention. Are there tax changes ahead? Anything different you should do with your plan now? We’ll try to help you answer those questions today.

Read More

Ep 59: Mailbag – Should I Move My Investments To Cash Right Now?

Whenever you have questions or concerns about your financial situation, you should reach out to a financial advisor. Today we’re going to answer several questions from listeners to hear what Phil has to say regarding everything from a long-term care policy to tax refunds.

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

Ep 38: Playing the Financial Crossword Puzzle

When you complete a crossword puzzle, every letter and word needs to be right in order to achieve success. Similarly, a financial plan has a lot of intersecting parts that need to be aligned in order to achieve your goals. Are you ready to play?

Read More

Ep 35: Should You Take Money Out of Retirement Accounts While It’s Penalty-Free?

Due to coronavirus, the CARES Act has outlined several provisions to relieve the financial burden on the economy right now. If you are allowed to take money out of your retirement accounts without penalty, should you?

Read More

Ep 33: Coronavirus Update – CARES Act and Taxes

How is coronavirus impacting the market, your financial plan, and your taxes? Find out in
today’s coronavirus update.

Read More

Ep 29: Considering Your Emotions When Making Financial Decisions

While it may seem like your financial decisions are all about the numbers, emotions play a big part in what you do with your money! How much should you let your emotions decide and when should you turn more towards logic? We’ll discuss that on this episode.

Read More

Ep 20: 5 Biggest Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. How do you know what to believe and what to ignore? On this show, we’ll clear up the top 5 misunderstandings about Social Security.

Read More

Ep 19: Are You Making These Critical Estate Planning Errors?

Not everyone wants to leave behind a financial legacy, but for those that do, it’s important to eliminate some of the common estate planning mistakes. Today we’ll identify five of those and explain what you need to do to keep your plan on track.

Read More

Ep 15: Retirement Constants That Will Affect Everyone

Retirement planning is all about finding the right mix of investments that fit your needs and your situation. There’s no such thing as a ‘one-size-fits-all’ approach, but there are factors that will impact every single on of us in retirement. Understanding these constants and planning for them will put your portfolio in a great position.

Read More

Ep #13: The Variables That Shape Your Retirement Plan

Retirement is a unique experience for every person with many different factors determining what yours looks like and how you get there. What we do know, however, is that there are five key variables that will have a major impact on your plan. Understanding these and strategizing for them will give you control of your future.

Read More

Ep #3: How Planning Your Summer Vacation Is Like Planning Your Retirement

If you’re heading out on a road trip this summer, there’s a long list of things you’ll want to remember when planning for your vacation. In retirement planning, some of those exact same items also need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.

Read More