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Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you’ll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid.

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Episode Show Notes

Ep 45: Planning For Things We Can’t Predict

On This Episode There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the...

Ep 39: Is Your Retirement Plan Out Of Tune?

On This Episode Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financi...

Ep 38: Financial Mistakes Couples Make

On This Episode Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up. Subscribe On Your Favorite App Apple Podcasts S...

Ep 37: Things That Don’t Matter Till They Do

On This Episode Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of t...

Ep 36: 5 Things About Decumulation

On This Episode So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help reti...

Ep 35: Not Your Father’s Retirement

On This Episode If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Subscribe On Your F...

Ep 34: Learning Through Uncommon Sense

On This Episode At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. ...

Ep 33: Fact Or Fiction

On This Episode Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. ...