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Latest Episodes
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in saving
Santa’s Naughty or Nice Investment Guide
In this festive episode, well sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the prover
Questions You Must Ask Your Financial Advisor
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In todays episode, were tackling exactly that. We're discussing the vital questions that brin
Strategic Planning for Retiree Healthcare
In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Join Phil and Marc as they disc
Patience Pays: The Power of Delayed Gratification
Sometimes its hard to make financial sacrifices when the reward might not be seen until several years in the future. Today well talk about some of the situations where you might be inclined to take
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we un
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly powerful world of simple financial adjustments. Stay tuned as we
How To Successfully Climb The Retirement Mountain
Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back
End of Year Financial Planning For 2023
As the year winds down, it's crucial to ensure your financial house is in order. Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing
Money Mistake You’ll Regret And How To Avoid Them
Learn from the mistakes of others. You cant live long enough to make them all yourself. Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? In todays episode,