Financial Fact or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. […]

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Mailbag: Having A Mortgage In Retirement

We are back with another mailbag show. This time around, we discuss a popular rule of thumb, rolling over your 401(k) after you retire, and much more. […]

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Mailbag: Is It Wise To Go Back To Work After A Major Health Event?

It’s another mailbag edition of the show! Today, we discuss possible ways to plan a retirement in a unique family situation, going back to work after a major health event, and concerns about the stability of social security. […]

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Are You Flirting With Financial Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. […]

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Mailbag: Grading A Financial Advisor’s Performance

It’s another mailbag edition of the show where we sit down and answer questions from our listeners. This time around we discuss leaving your entire 401(k) to a child, how you can grade your financial advisor’s performance, and investment advice from the media. […]

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This Is Why You Never Assume

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today’s show. […]

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The Pathfinder Process

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They’ll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients. […]

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Tax Tips for 2021

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. […]

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Mailbag: When Is The Best Time To Get Back Into The Market?

On this week’s podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more. […]

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Where All Our Financial Knowledge Comes From

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? This week we’ll find out how Barbara and Phil grew into the financial advisors they are today. […]

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