Today is part two on the things financial advisors wish investors knew. These are the things that can set you up for success in retirement but most people don’t have a great grasp on. Here’s some of what we discuss in this episode: 0:00 – Intro 2:10 – Fin

This week, Phil and Marc dive into the potential financial impacts of tariffs, tax cuts, and immigration policies following the 2024 election. While early speculation should be taken with caution, they’ll discuss what could be in store for 2025. With chan

Imagine you could read your financial advisors mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning.H

Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash fl

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. Theres plenty of speculation about what might change to improve the solvency of the program, and one simple fix would be to change the retirement age.

Every firm has distinct principles that guide its approach to financial planning. When searching for an advisor, you want to find someone who aligns with your needs. In this episode, we take you behind the scenes to explore the core values and unique proc

As the election season heats up, understanding the tax proposals of the presidential candidates is important. While we dont talk politics on this show, policies can have a direct impact on our finances. In this episode, we dive into the contrasting tax p

Ever wonder how your financial advisor really gets paid and what that means for you? Whether its a fee, a commission, or a salary, the way your advisor earns money could be influencing the advice they give you. In todays episode, were talking about the

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, its time to talk.Phil has all kinds of experience helping couples work together on their retirement plans because, after all, retirement is a team s

A YouTube video about retirement regrets has been getting a lot of attention lately and it showcases retirees sharing their biggest regret so far. It might be surprising to hear people wanting to do things much differently, but we see and hear these thing