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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
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples
On This Episode
Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and expl...
Mastering Retirement Cash Flow: Understanding Income
On This Episode
Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In our first two episodes, we tackled the ins and outs of your expenses in retirement. Now, it's a...
Mastering Retirement Cash Flow (Part 2): Understanding Changing Expenses
On This Episode
On this episode, we will continue our conversation on what expenses may change when you enter into retirement.
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Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
On This Episode
In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze som...
Ep 60: Top Social Security Myths, Part 2
On This Episode
This is part 2 of our Social Security conversation. We will be debunking the remaining 5 myths on today's show.
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Ep 59: Top Social Security Myths, Part 1
On This Episode
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunkin...
Ep 58: Fore Your Retirement: What Golf Teaches Us About Financial Planning
On This Episode
Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And...
Ep 57: Retirement Expenses For Which You Forgot To Plan
On This Episode
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In t...
Ep 56: Four Ways The SECURE Act 2.0 Might Impact You
On This Episode
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
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Ep 55: How Bonds Work: What Retirees Need To Know
On This Episode
Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show.
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Ep 54: Warning Signs: How To Spot Problems In Your Financial Life
On This Episode
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that need...
Ep 53: Getting It Right: Irreversible Financial Decisions
On This Episode
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important ...
Ep 52: Retirement Planning From A Psychologist’s Point Of View
On This Episode
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder)...
Ep 51: Financial Planning Considerations When You’re In Between Jobs
On This Episode
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunitie...
Ep 50: Can You Get An A+ On Our Retirement Planning Quiz?
On This Episode
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 answe...
Ep 49: What To Do As You Count Down The Days To Retirement
On This Episode
We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.
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Ep 48: Secret To Retirement Success: Get Out Of Your Own Way
On This Episode
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in t...
Ep 47: Understanding Financial Jargon: Investment Terms You Should Know
On This Episode
There are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know on ...
Ep 46: The Most Important Birthdays In Retirement Planning
On This Episode
There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you ...
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 44: Do You Have A Money Bias? And How Much Is It Costing You?
On This Episode
On this episode, we’ll breakdown a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly co...