Ep 48: The Incomplete Financial Plan
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. In […]
Ep 47: What’s Your Biggest Financial Fear?
Financial fear is something we all experience at some point in our lives. It can feel impossible to put our emotions aside, especially fear. So we took an informal poll of listeners to find out what their biggest financial fears are. In this episode, we’ll explore the most common fears and talk about how they […]
Ep 46: Back To Basics – Understanding Income Planning
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees, pre-retirees, and Gen Xers don’t…
Ep 45: Common Investing Mistakes Gen Xers Make
Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’ve…
Ep 44: The Top 5 401(k) Mistakes You Need To Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5…
Ep 43: Is it Going to Take a Miracle to Retire?
Check out that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel surer about their retirement futures? Listen to…
Ep 42: Making Smart Decisions During Major Life Events
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Join the exclusive Gen X Wealth Academy: Book a call with Phil: Phone:…
Ep 41: The Retirement Marathon – Finishing the Race
Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Join the exclusive Gen X Wealth Academy: Book a call with Phil: Phone:…
Ep 40: Gen X Problems
Generation X has different financial concerns than the ones our parents had. We don’t have pensions and we have had massive increases in expenses. Let’s dive into some of these problems and see how we can make the most of them. Join the exclusive Gen…
Ep 39: Introducing The Gen X Wealth Academy
This episode introduces an important shift in the focus of our show. Going forward, the show will have a specific focus on serving Generation X savers to help them prepare for retirement. Phil will detail why he’s so passionate about helping Gen X…