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Latest Episodes
Understanding Annuities: The Good, Bad & Ugly
Youve probably heard some mixed opinions on annuities in your lifetime. But before you get swayed one way or another, its important to understand what exactly an annuity is and how they work. Listen
The Retiree Dilemma: To Sell Or To Rent?
Many retirees find themselves at a crossroads when deciding what to do with their existing property as they move into their dream home. Would it be best to sell, or should you consider becoming a land
Retirement Planning Fear, Procrastination, and Indecision
Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it's the anxiety around making the right choices or grappling with an over
Retirement Planning Is Harder Than It Used To Be (Part 2)
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But the
Retirement Planning Is Harder Than It Used To Be (Part 1)
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But the
Mailbag: Adjusting to Retirement, Company Stock & More
In todays show, were going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to retirement planning, and Phil is here to provide som
Will The Economy Boom Or Bust In 2024?
Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential re
Are Your Good Money Habits Holding You Back? (Part 2)
This episode might be a bit counterintuitive. Were going to question the real impact of common financial habits. Are the strategies you consider beneficial working in your favor?We explore the pros
Are Your Good Money Habits Holding You Back? (Part 1)
This two-part conversation might be a bit counterintuitive. Were going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favo
The U.S. Retirement System On The Global Stage
In today's episode, we'll be looking at the eye-opening findings of the 2023 Mercer CFA Institute Global Pension Index, which has ranked the Netherlands as the world's leader in retirement systems. Wh