Three Key Principles to Build Wealth for Retirement
Learn how paying yourself first, finding a mentor, and understanding compound interest can set you up for a secure financial future. […]
Tag: financial advisor
Listener Questions About Old 401(k)s & Roth Conversions
We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run. […]
What Financial Advisors Wish Every Investor Knew
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration. […]
Unlock Your Potential During National Financial Planning Month
With National Financial Planning Month upon us, we’re sitting down with Barbara and Phil to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor. […]
Best of Mailbag Questions (Part 2)
We’re back with another special edition of the podcast for you today! We’ve pulled more of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. In this week’s show, Barbara and Phil talk about making financial decisions after a real estate sale, long-term care coverage, and ethical considerations in investing. […]
Best of Mailbag Questions
We’ve got a special edition of the podcast for you today! We’ve pulled some of our favorite mailbag questions from prior episodes and compiled them into one conversation for you. Stay tuned as Barbara and Phil discuss tax laws, pensions for federal employees, traveling in retirement, and more. Don’t miss the opportunity to learn from real-life financial planning scenarios! […]
How One Overlooked Issue Can Sink Your Retirement
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We’ll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything. […]
Retirement Planning’s “Hidden” Questions
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement. […]
Best Of Year End Planning Tips
As we approach the end of the year, there’s a lot to look forward to. This is also the perfect time of year to share some year-end planning tips. Join us as we take a look at what items and opportunities you need to be paying attention to before we turn the page to 2024. […]
Best Of Mailbag Questions
We have a special edition of the show for you today! We thought it would be helpful to pull some of our favorite mailbag questions from the past and compile them into one episode. Tune in as we talk about life insurance, divorce, retirement, passing assets along to your kids, and much more. Stay tuned to see what you can learn! […]