Financial Planning for Aging Parents – January 2025

Caring for aging parents can be emotionally and financially challenging. In this video, Phil highlights the essentials of financial planning for elderly parents, including budgeting, medical expenses, insurance coverage, long-term care options, and legal preparations like wills and power of attorney.

This video is the first of a series on healthy financial planning practices for aging parents. Learn practical tips to help parents manage their finances effectively while ensuring their comfort and security.

Whether you’re new to caregiving or seeking to improve your situation, this guide will provide actionable insights to help you navigate this critical responsibility. 

3 Tips for End-of-Life Planning – November 2024

End-of-life planning is a journey no one wants to face, but preparing for it can bring comfort and strength during one of life’s most challenging periods. In this video, I share three vital tips for navigating this sensitive time, drawn from deeply personal experiences of loss.

Whether it’s finding the right assistance, preparing for the inevitable, or embracing a new beginning after a loved one’s passing, these insights aim to help you approach end-of-life care with strength and preparedness.

If you’re looking for resources, support, and practical advice, this video offers actionable steps to guide you through this emotional process.

Election-Proof Investing: Navigating Markets Beyond the Ballot Box – September 2024

In this video, we dive into how to manage your investments during election seasons without getting caught up in the political noise. As financial advisors, our goal is to remain neutral and focus on the reality of market conditions—no matter who wins.

Political campaigns are often filled with unrealistic promises, and this election cycle is no different. But here’s the truth: elections are not the deciding factor in your financial success—you are.

Join us as we shed light upon the key factors you should focus on to keep your investment strategy steady, no matter what happens at the ballot box!

Inflation-Proof Your Finances: Tips for Smart Investors – July 2024

In this video, Phil provides essential tips on how to inflation-proof your finances. With rising inflation impacting purchasing power, it’s crucial to adopt strategies that protect your assets and ensure long-term financial stability.

Phil covers what inflation is, what causes it, and what today’s current inflation rates are. He also reveals which goods and services have been most impacted by recent inflation by examining the recent CPI numbers.

Finally, Phil offers a few sensible tips for how to survive – and even thrive – in an inflationary environment. Phil’s helpful suggestions cover a wide range of topics from groceries to travel to insurance to home improvements and even savings accounts.

Whether you’re a seasoned investor or just starting, this video offers practical advice to navigate the challenges of an inflationary environment.

Key Signs of Bad Money Advice – June 2024

Are you tired of conflicting financial advice and not sure who to trust when it comes to managing your money? In this video, Phil covers 5 key signs of bad money advice.

You’ll understand the importance of personalized financial planning and learn how to recognize when an advisor’s interests may not align with yours. Phil also covers the red flags of sales-driven advice and being on the lookout for unrealistic guarantees.

Following sound financial advice can mean the difference between financial anxiety and peace of mind. Empower yourself with knowledge and take control of your financial future by recognizing bad advice before it impacts you.

The Magic Number: Part 2 – May 2024

Join Phil as he dives deeper into the factors that influence your magic number, from investment strategies and retirement goals to lifestyle choices and risk tolerance. Sharing his extensive experience as a financial advisor, Phil provides real-world examples to help you refine your financial plan and make your money work for you.

Whether you’re nearing retirement age or just starting to think about your long-term financial goals, this valuable video will empower you on your journey towards financial independence. Don’t miss out on this opportunity to unlock the secrets to a brighter tomorrow.

The Magic Number – April 2024

In this captivating financial video, we explore the concept of “The Magic Number” and its implications for personal finance and investing.

Delving into the realms of financial planning and wealth accumulation, Phil uncovers the significance of this elusive figure. Is it even possible to determine how much you need to save for retirement?

Phil also dives in to the question of what you can and can’t control, and how preparing for this will help you as you move into retirement.

Whether you’re aiming for early retirement, building a nest egg, or simply seeking financial freedom, this video offers invaluable insights to help you navigate the financial realities of retirement.

The Significance of Selecting Beneficiaries – March 2024

While it might not be the most exciting topic, choosing beneficiaries is a critical decision that can have a significant impact on your family and relationships.

In this enlightening video, Phil explores the significance of selecting beneficiaries and why it’s essential to approach this process with care and consideration.

Whether you’re setting up life insurance policies, retirement accounts, or estate plans, naming your beneficiaries plays a pivotal role in ensuring that your money goes where you intend.

Don’t overlook the opportunity you have to secure the future well-being of your loved ones. Tune in now to gain valuable insights that will empower you to make informed decisions and take mindful steps aligned with your personal values.

2023 Year in Review – What Have We Learned? – January 2024

Join us for a 2023 Year in Review as we reflect on the events, trends, and lessons that shaped the financial landscape over the past year.

Phil breaks down memorable economic shifts and global events that had a significant impact on the financial world in 2023. What have these conditions taught us?

Watch as he explores the insights gained and lessons learned to help you navigate the future with confidence.