Phil Telpner - Podcast Details

Shows

Lunch & a Divorce Lawyer💵💵 Gen X Wealth Building, Protecting YOUR College Student, the Windy City Smokeout, & More with Phil Telpner, Owner: Breakout Private Wealth 💰💰Phil & I discuss Gen X money matters: kids, college, careers, and aging parents (PS: Both of us are Gen Xers). Plus, the unique challenges faced by divorcing woman, Chicago BBQ and...Wall Street Week with Louis Rukeyser. Find out more about about Phil Telpner:https://breakoutprivatewealth.com/ Contact us: https://reidylawoffice.com/peter-olson 2024-05-2543 min

The Book More Show: More Leads, More Calls, More BusinessEp146: Making the Connection with Phil Telpner Today on the Book More Show, we have a great conversation with Phil Telpner, author of 'The GenX Guide to Financial Independence,' and owner and lead advisor of Breakout Private Wealth based in Illinois. Phil has a great sense of who he can best help and the challenges they face. He starts by sharing his journey in finance and what inspired him to start his own company focused on providing tailored advice to meet the complex needs of Gen X families, especially women. Understanding his target market helped him create...2023-08-3038 min

Gen X Wealth Academy with Phil TelpnerAddressing Financial Planning Complaints from Gen XIn this episode, we tackle the common complaints and fears about financial situations during that members of Gen X experience during life. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how they can best navigate their financial future. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9 2023-08-1025 min

Gen X Wealth Academy with Phil TelpnerBad Money Habits Could Spoil Your Retirement PartyPicture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016...2023-07-0619 min

Gen X Wealth Academy with Phil TelpnerHow To Clean Up Your PortfolioGet ready to roll up your sleeves and dive into the gritty side of personal finance. In this episode, we reveal how everyday household tasks can serve as reminders of the principles that lead to financial success. From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2023-06-1514 min

Direct Response SecretsNurture More Of The Right Leads At Scale👋 Hello there, entrepreneurial trailblazers!This is Zachary J. Radford, bringing you another enlightening edition of our Direct Response Secrets newsletter. Today, we're shining the spotlight on the critical art of lead nurturing and conversion, a pivotal process to transform your prospects into loyal customers.Featured Podcast Episode🎙️ "Nurture More Of The Right Leads At Scale"Podcast episode summary:In this enlightening episode, Phil Telpner, the brain behind Breakout Private Wealth, joins me. Phil recently shifted his wealth management firm's focus towards a niche market - Gen X women, e...2023-05-1839 min

Direct Response SecretsThe Real Secret Of Direct Response👋 Hey there, fellow entrepreneurs!Zachary J. Radford here, welcoming you to another issue of our Direct Response Secrets newsletter. This edition focuses on the power of Obvious in direct-response advertising and how you can leverage it to take your business to new heights.Featured Podcast Episode🎙️ "Unlocking the Power of Obvious In Direct Response Advertising for Entrepreneurs"A brief summary of the featured episode:In this episode, I dive deep into the world of direct response advertising and its impact on entrepreneurs. Learn from my firsthand experience,I share actionable insights and prov...2023-05-1115 min

Gen X Wealth Academy with Phil TelpnerEp 50: When & How To Rebalance Your PortfolioAre you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9 2023-05-0416 min

Gen X Wealth Academy with Phil TelpnerEp 49: Crash Course - The Psychology of Investing in the Wake of Historic Market CrashesHave you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email...2023-04-0619 min

Gen X Wealth Academy with Phil TelpnerEp 48: The Incomplete Financial PlanAre you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yH...2023-03-0226 min

Gen X Wealth Academy with Phil TelpnerEp 47: What's Your Biggest Financial Fear?No one is completely comfortable all of the time when dealing with money. It's impossible to put our emotions aside, especially fear. So we took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com ...2023-02-1624 min

Gen X Wealth Academy with Phil TelpnerEp 46: Back To Basics - Understanding Income PlanningIt’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees, pre-retirees, and Gen Xers don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https...2023-02-0222 min

Gen X Wealth Academy with Phil TelpnerEp 45: Common Investing Mistakes Gen Xers MakeEven if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’ve already made some mistakes in your financial life. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment...2023-01-1921 min

Gen X Wealth Academy with Phil TelpnerEp 44: The Top 5 401(k) Mistakes You Need To AvoidSaving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Inv...2023-01-0519 min

Gen X Wealth Academy with Phil TelpnerEp 43: Is it Going to Take a Miracle to Retire?Check out this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel surer about their retirement futures? Listen to the episode to find out. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9 2022-12-1514 min

Gen X Wealth Academy with Phil TelpnerEp 42: Making Smart Decisions During Major Life EventsLet’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9 2022-12-0119 min

Gen X Wealth Academy with Phil TelpnerEp 41: The Retirement Marathon - Finishing the RaceGetting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9 2022-11-1721 min

Gen X Wealth Academy with Phil TelpnerEp 40: Gen X ProblemsGeneration X has different financial concerns than the ones our parents had. We don't have pensions and we have had massive increases in expenses. Let's dive into some of these problems and see how we can make the most of them. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9 2022-11-0318 min

Elementality for Financial Advisors | Elements Financial Vitals System™Ask the Right Questions with Phil TelpnerProspective clients come to you with a presenting problem, an issue causing them urgent financial pain. The questions you ask—and where they help lead the prospect—are pivotal to establishing a long-term relationship. On this Elementality, Carl and Elements client Phil Telpner of Breakout Private Wealth, discuss ideal questions for new prospects.2022-11-0132 min

Gen X Wealth Academy with Phil TelpnerEp 39: Introducing The Gen X Wealth AcademyThis episode introduces an important shift in the focus of our show. Going forward, the show will have a specific focus on serving Generation X savers to help them prepare for retirement. Phil will detail why he's so passionate about helping Gen X prepare for retirement, the unique challenges they face, and why a specific focus on this group is so needed. Check it out and tune in for lots of future episodes specifically designed to help Gen X prepare for their financial futures. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD 2022-10-1517 min

Gen X Wealth Academy with Phil TelpnerEp 38: Can’t Get No Satisfaction... Or Can You?Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-09-2216 min

Gen X Wealth Academy with Phil TelpnerEp 37: How Money Ads Catch Your AttentionWe’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if i...2022-09-1518 min

Gen X Wealth Academy with Phil TelpnerEp 36: Going Against The GrainBeing a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-09-0126 min

Only Fee-Only#15 - Having Hard Conversations and Setting Expectations - Phil TelpnerPhil's Bio:My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal education, investing was a way for them to partake of the American dream and grow their limited but hard-earned wealth. I have memories of being at my grandparents’ home on a Friday night and watching Louis Rukeyser’s “Wall Street Week” on public television in the 1980s. Occasionally, I would even receive a share or two of stock for my birthday and with that, my passion for investing and the capital...2022-08-311h 04

Gen X Wealth Academy with Phil TelpnerEp 35: How Procrastination Dooms Your Financial FuturePeople have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-08-1824 min

Gen X Wealth Academy with Phil TelpnerEp 34: What They’re Saying: Analyzing Advice On Surviving A Bear Market It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll break down the guidance to provide some important context and perspective. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616...2022-08-0424 min

Gen X Wealth Academy with Phil TelpnerEp 33: Can You Get An A+ On Our Retirement Planning Quiz? 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 answers. So sharpen those pencils and let’s see how ready you are for retirement. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-07-2117 min

Gen X Wealth Academy with Phil TelpnerEp 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 Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-07-0721 min

Gen X Wealth Academy with Phil TelpnerEp 31: Investor Beware: Spotting Red Flags When Picking An Advisor Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-06-1614 min

Gen X Wealth Academy with Phil TelpnerEp 30: Mailbag - What Is Diversification?2022-06-0210 min

Gen X Wealth Academy with Phil TelpnerEp 29: Are These Retirement Statistics Encouraging or Disturbing? We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-05-1919 min

Gen X Wealth Academy with Phil TelpnerEp 28: Is Your Advisor An Effective Communicator?On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what’s appropriate and effective. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-05-0518 min

Gen X Wealth Academy with Phil TelpnerEp 27: The Retirement Diet: Fixing Unhealthy Financial Habits We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your unhealthy financial habits. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-04-2118 min

Gen X Wealth Academy with Phil TelpnerEp 26: Understanding Financial Jargon: Investment Terms You Should Know 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 today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with its Alpha and Beta ratings to determine how much stock you should buy. Book A Call With Phil: https://bit.ly/31iOtBO 2022-04-0713 min

Gen X Wealth Academy with Phil TelpnerEp 25: When Guessing At Retirement’s Most Important Questions Goes WrongMost people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-03-1720 min

Gen X Wealth Academy with Phil TelpnerEp 24: Article Breakdown: Murky Issues That Make Retirement Planning HarderThis USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if it’s worthwhile advice, if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned. USA Today Article: https://bit.ly/3vPHrFh Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-03-1017 min

Gen X Wealth Academy with Phil TelpnerEp 23: How Children Become Part Of The Retirement DiscussionIf you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-02-0318 min

Gen X Wealth Academy with Phil TelpnerEp 22: Don’t Fumble Your Retirement In The Financial Red ZoneIn football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversati...2022-01-2723 min

Gen X Wealth Academy with Phil TelpnerEp 21: How To Pronounce “Fiduciary” & How The Word Impacts Your Financial PlanFuh-Doo-she-air-ee. FIGH-Doooooooooo-sherry. Few people seem to be able to even pronounce this financial buzzword correctly, let alone define it and describe how it impacts their financial world. Today we’ll learn how to pronounce the word and explore why it’s an important standard for you to consider when choosing a financial advisor. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2022-01-0622 min

Gen X Wealth Academy with Phil TelpnerEp 20: Money Resolutions For 2022You might not be able to follow through on all of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-12-3020 min

Gen X Wealth Academy with Phil TelpnerEp 19: Don't Cut Corners In Your Financial PlanIt can be tempting to cut corners as you make your retirement plan - but those decisions can often turn into a huge inconvenience, if not an outright disaster. We'll go over some common ways people cut corners in their financial plan, and what you should be doing instead. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-12-0216 min

Gen X Wealth Academy with Phil TelpnerEp 18: Where Financial Advisors Drop The BallWe see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-11-2322 min

Gen X Wealth Academy with Phil TelpnerEp 17: DamagesPhil recently recently released a new book titled "Damages." This book focuses on personal injury attorneys and what the road of financial independence may look like for them specifically. Phil discusses what this book is all about on today's show. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-11-0414 min

Gen X Wealth Academy with Phil TelpnerEp 16: Risk Averse: Explaining The BuzzwordHave you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-10-2815 min

Gen X Wealth Academy with Phil TelpnerEp 15: Minding The Behavior GapIf you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about what the behavior gap is and what you can do to address it. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-10-0724 min

Gen X Wealth Academy with Phil TelpnerEp 14: Spotting Red Flags In Your FinancesDepending on your answers, the questions we cover on today’s show might raise red flags about your finances. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-09-3018 min

Gen X Wealth Academy with Phil TelpnerEp 13: What Makes Your Financial Advisor Tick?It’s time to peel back the curtain a little bit to learn about your financial advisor. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-09-0214 min

Gen X Wealth Academy with Phil TelpnerEp 12: Retirement Plan Customization Is KingMost people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-08-2617 min

Gen X Wealth Academy with Phil TelpnerEp 11: The 5 Things You Need To Know About DecumulationSo 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 retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully. Book A Call With Phil: https://bit.ly/31iOtBO Phone...2021-08-0517 min

Gen X Wealth Academy with Phil TelpnerEp 10: Not Your Father’s RetirementIf 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. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-07-1521 min

Gen X Wealth Academy with Phil TelpnerEp 9: Non-Correlated IncomeSometimes it’s important to really breakdown a financial buzzword. Non-Correlated Income qualifies as a worthy concept to explore and something that every retiree and pre-retiree should understand. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-07-0120 min

Gen X Wealth Academy with Phil TelpnerEp 8: Understanding The Different Types Of RiskThere are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-06-0318 min

Gen X Wealth Academy with Phil TelpnerEp 7: Do Retirees Really Need Life Insurance?Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-05-2015 min

Gen X Wealth Academy with Phil TelpnerEp 6: Describing RetirementIt makes sense that the way we plan for retirement is largely influenced by what we think retirement is like or all about. So, let’s take a look at how various people across the US describe retirement and see how that might shape the retirement planning process. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-05-0619 min

Gen X Wealth Academy with Phil TelpnerEp 5: Making Customized Plans For Each ClientAs people, we all vary in who we are and what we want out of life. We all find our own purpose in this world and we want what is best in the context of our lives. That being said, our financial plan should also reflect these differences. It doesn't make sense to try and fit everybody into the same financial plan when our goals are different. Phil talks on some software he uses to make a customized plan for each of his clients and why you shouldn't settle for anything less. Book A Call With Phil...2021-04-2219 min

Gen X Wealth Academy with Phil TelpnerEp 4: Helping Clients With Their Retirement JourneyDiving into the financial world can be daunting for average consumer. There are big name banks and firms that are notorious for serving clients as a salesman and not a financial advisor. Even though there are shady people in the industry, finding someone with your best interest in mind can be one of the best choices you make when it comes to your retirement plan. Phil talks about how he builds relationships with his clients when putting together their plan and why it makes all the difference in the world. Book A Call With Phil: https://bit...2021-04-0813 min

Gen X Wealth Academy with Phil TelpnerEp 3: Income PlanningThere are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Phil talks us through how he builds income plans for his clients and what considerations he has to make throughout this process. Book A Call With Phil: https://bit.ly/31iOtBO ...2021-04-0116 min

Gen X Wealth Academy with Phil TelpnerEp 2: Getting To Know Phil On A Personal LevelOn our last episode, Phil talked about his business and why he started it. This episode, we look to get to know Phil on a more personal level. He describes his family, what his weekends look like, and why he loves living in the Chicago area. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-03-2511 min

Gen X Wealth Academy with Phil TelpnerEp 1: Getting To Know Phil's Business, Breakout Private WealthWelcome to the first episode of the Breakout Wealth Podcast! To start things off, we wanted to introduce Phil Telpner and his business. Phil was part of a large financial firm for many years before he decided to branch off and start his own practice. He discusses what drove this decision, why he initially got into the financial services industry, and much more. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com 2021-03-2412 min

Gen X Wealth Academy with Phil TelpnerComing Soon: Breakout Private Wealth Podcast PreviewComing soon: It's a new podcast helping you plan for your financial future and retirement. It’s the Breakout Wealth Podcast with Phil Telpner of Breakout Private Wealth, serving the Chicago area. Join Phil each week as he brings you common sense planning guidance and facilitates helpful conversations about money, life and retirement. You’ll learn all that you need to know about 401(k)s, IRAs, income planning, investing and so much more to get your ready to live the retirement you’ve earned. The show launches in March of 2021 and will be available on all ma...2021-03-1601 min

The Profitable Advisor PodcastLeaving a National Brokerage to Go IndependentMaking the decision to leave a brokerage and start working on your own comes with a lot of risk but provides an opportunity to work for yourself. It’s something many people think about but need the encouragement to take that leap. On this episode, we’ll continue our conversations with other financial advisors as we try to learn more about aspirations, frustrations, and strategies with their business. Phil Telpner of Breakout Private Wealth is our guest today and he’s someone Dan’s been working with for six months now. We wanted to bring him on t...2021-02-0149 min