Gen X Wealth Academy with Phil Telpner

Gen X Wealth Academy with Phil Telpner

Por: Phil Telpner
Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois.

Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X.

If you have any questions, call 312-953-4081, email [email protected] or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.
54 episodios disponibles

Latest episodes of the podcast Gen X Wealth Academy with Phil Telpner

Mostrando página 2 de 3

Ep 33: Can You Get An A+ On Our Retirement Planning Quiz? 21/07/2022
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 07/07/2022
Ep 31: Investor Beware: Spotting Red Flags When Picking An Advisor 16/06/2022
Ep 30: Mailbag - What Is Diversification? 02/06/2022
Ep 29: Are These Retirement Statistics Encouraging or Disturbing? 19/05/2022
Ep 28: Is Your Advisor An Effective Communicator? 05/05/2022
Ep 27: The Retirement Diet: Fixing Unhealthy Financial Habits 21/04/2022
Ep 26: Understanding Financial Jargon: Investment Terms You Should Know 07/04/2022
Ep 25: When Guessing At Retirement’s Most Important Questions Goes Wrong 17/03/2022
Ep 24: Article Breakdown: Murky Issues That Make Retirement Planning Harder 10/03/2022
Ep 23: How Children Become Part Of The Retirement Discussion 03/02/2022
Ep 22: Don’t Fumble Your Retirement In The Financial Red Zone 27/01/2022
Ep 21: How To Pronounce “Fiduciary” & How The Word Impacts Your Financial Plan 06/01/2022
Ep 20: Money Resolutions For 2022 30/12/2021
Ep 19: Don't Cut Corners In Your Financial Plan 02/12/2021
Ep 18: Where Financial Advisors Drop The Ball 23/11/2021
Ep 17: Damages 04/11/2021
Ep 16: Risk Averse: Explaining The Buzzword 28/10/2021
Ep 15: Minding The Behavior Gap 07/10/2021
Ep 14: Spotting Red Flags In Your Finances 30/09/2021
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