We’re back with another mailbag episode this week. We’ve got some great listener questions lined up for today’s show. Kate asks how to stop financially supporting her 27-year-old son without setting him up for failure. Laura asks if her account is too small for her financial advisor to worry about. Tune in and see what you can learn from these mailbag questions! […]
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we’ve distilled it down to what we believe are the top 4 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn how to navigate them effectively when it’s your turn to plan for retirement. But before we dive in, Barbara and Phil will reflect on the current financial environment. […]
In today’s episode, we’re diving into the 4 common excuses that people often use to keep from retiring. Taking the leap and deciding to retire can be daunting. Whether you love your career, are afraid of being bored after you leave the workforce, or are simply afraid that you can’t retire, Barbara and Phil will help you get over that hurdle so that you can move on to the next chapter of your life with ease. Join us as we discuss the importance of having a clear retirement plan that you can feel confident in […]
Today, we’re diving into a topic that affects everyone, regardless of age or financial status: How Age & Wisdom Impact Financial Planning. No matter where you are in life, your financial goals and priorities will change over time, and it’s important to have a plan that reflects your unique needs. In this episode, we’ll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances. […]
We will be answering some listener questions on this episode. We will talk about some annuity considerations, how to know if life insurance is a good fit for your plan, and why social security planning is crucial for your retirement. […]
The Fork In The Road The doctor is in, and we’re here to share some common financial diseases and how they can affect you. From “Inflation-itis” to “Old Fogey’s Disease,” we can spot the trouble areas in your financial life. Whether you suffer from “Acute Portfolio Riskopathy” or “Nursing Home-Atosis,” we are here to […]
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. […]
The Fork In The Road We always love answering questions from our loyal listeners. Today, we’ll dive into questions like: how long should I wait to take social security? Do I turn my monthly pension into a lump sum payout? Am I better off with two brokers or one? Click the play button to listen […]
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. […]
The S&P 500 has risen on strong growth from large cap stocks but is it too good to be true? You might be feeling like you’re missing out on these investments but maybe you aren’t. Let’s talk about whether it’s a good investment moving forward and what we’ve learned from previous market data. […]