Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of getting remarried or entering retirement to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
Here are some of the things we’ll address in this episode:
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Retirement: Ready Or Not, Here It Comes
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Spotting Problematic Personalities of Rogue Advisors (Part 2)
Spotting Problematic Personalities of Rogue Advisors (Part1)
Countdown Clarity: Timing Your Retirement Preparations
Mastering Retirement Cash Flow: Understanding Income
Bad Money Habits Could Spoil Your Retirement Party
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)
Ep 185: Top Money Mistakes In Retirement (Part 2)
Ep 184: Top Money Mistakes In Retirement (Part 1)
Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps
Ep 181: Should You Relocate In Retirement?
Ep 180: Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
Ep 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 2)
Ep 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 1)
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