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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Things Nobody Says

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. […]

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End of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. […]

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The Customer Isn’t Always Right

In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. […]

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Is Right Now The Ideal Time For A Roth Conversion?

Happy Thanksgiving to all of our listeners! We are so thankful to each of you who tune into the podcasts regularly. Your feedback and input is invaluable. On this episode, Barbara and Phil will assess the country’s debt and tax situation as we wrap up 2020 and discuss why right now, before the end of the calendar year, might be the best time to do a Roth conversion. Make sure to listen to this episode right away in case you need to take action before Dec 31st. […]

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Mailbag: Going To Cash, Long-Term Care Policies

Today’s podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more! […]

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Following The Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. […]

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