Ep 38: Can’t Get No Satisfaction… Or Can You?
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement…
Ep 37: How Money Ads Catch Your Attention
We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to…
Ep 36: Going Against The Grain
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to…
Ep 35: How Procrastination Dooms Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Book A Call With Phil: Phone: (224)…
Ep 34: What They’re Saying: Analyzing Advice On Surviving A Bear Market
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various…
Ep 33: Can You Get An A+ On Our Retirement Planning Quiz?
Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen…
Ep 32: Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan And What To Do If The Balance Is Out Of Whack
Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these…
Ep 31: Investor Beware: Spotting Red Flags When Picking An Advisor
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot…
Ep 30: Mailbag – What Is Diversification?
We open up the mailbag to answer some listener questions on today’s show. Phil will discuss if you should look for another financial advisor and what true diversification is in a portfolio. Book A Call With Phil: Phone: (224) 616-2016 Email:
Ep 29: Are These Retirement Statistics Encouraging or Disturbing?
We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement…