Shows
Living Your Life with Phillis Sax Pilvinis' PodcastCreating a Retirement of Certainty with Phillis and Jill - Part 2Check out "Part 2" of Phillis and Jill's conversation to help you be retirement ready by taking simple steps to achieve retirement certainty even in uncertain times.2014-05-2743 minLiving Your Life with Phillis Sax Pilvinis' PodcastCreating a Retirement of Certainty with Phillis and JillAre you ready for your retirement? If you've already retired, did you make a plan before you arrived so that you can just enjoy it? Or are you feeling anxious and worrying if your money will last for the rest of your life. Listen in as Phillis and Jill talk about how to take simple steps on how you can have retirement certainty even in uncertain times.2014-05-0654 minLiving Your Life with Phillis Sax Pilvinis' PodcastGary S. Williams, Wealth Manager & Author of "The Art of Retirement: The Michelangelo Approach to Retirement Planning"Have you thought about what you’re going to retire “to” rather than “from”? Michelangelo worked until his death at the age of 88, beginning one of his greatest works when he was 70. Are you ready to design your masterpiece when you turn age 70? Holistic retirement planning starts with your imagination. Listen in as our guest, Gary Williams, Author of “the Art of Retirement: the Michelangelo Approach to Retirement Planning”, discusses how you can create your retirement masterpiece and a lasting legacy of love.2014-02-1154 minLiving Your Life with Phillis Sax Pilvinis' PodcastCindy Levering, Retired Actuary & Pension Plan Expert, Discusses the State of Pension Plans in Today's Complex WorldThe days of the three legged stool of retirement security … are long gone. Today, only twenty percent of those heading for retirement have a company pension. When it comes to 401k’s, and other defined contribution plans, do you have what it takes to be your own pension manager? Listen in with our guest, Cindy Levering, Retired Actuary and Pension Plan Expert, as we talk about the risks and opportunities for managing your own pension in today’s complex world.2014-02-0554 minLiving Your Life with Phillis Sax Pilvinis' PodcastConrad Toner, Life Coach and Author of "Unlocking the Power of You" - How You Can Create a Healthier, Wealthier and Happier RetirementAre you ready to take control of your retirement? To live life on your terms, rather than adapting to whatever life throws at you? Have you noticed how amazingly fast things can fall into place when you do take control. Listen in with our guest, Conrad Toner, Life Coach and Author of “Unlocking the Power of You” as we talk about attracting more health, wealth, and happiness into your life for a secure and abundant retirement under any of life’s challenges.2014-01-2754 minLiving Your Life with Phillis Sax Pilvinis' PodcastMelody Juge, Managing Director of Life Income Management, on Empowering Women To Take Control of Their FinancesToday, women are outliving men by five years, and control sixty percent of the nation’s wealth, yet seventy-four percent of boomer women don’t even have a financial advisor. Why aren’t more women taking charge of their financial futures? Listen in as our guest Melody Juge, from Life Income Management, shares her strategies for helping women get off the financial sidelines to build retirement certainty that endures through any economic or life challenge.2014-01-2454 minLiving Your Life with Phillis Sax Pilvinis' PodcastRobert Laura, Retirement Activist, Expert and Author of "Naked Retirement"Are you ready for your retirement? If you've already retired, did you make a plan before you arrived so that you can just enjoy it? Or are you feeling anxious about what you’ll do with all that free time, worrying if your money will last for the rest of your life. Join us this Sunday with our guest, Robert Laura, Retirement Activist and Author, as we talk about how you can design a retirement wellness plan that provides you with a comfortable lifestyle and the financial means to support it - so that you can have peace of mind ev...2014-01-1454 minLiving Your Life with Phillis Sax Pilvinis' PodcastRobert Klein, Founder and President of the Retirement Income CenterIf you are not creating consistent predictable retirement income after your paycheck stops that will outlast your life expectancy, you are creating unnecessary chaos and hardship. Listen in as we talk with our guest, Robert Klein, Founder and President of the Retirement Income Center, about what you can do to protect your hard-earned savings and create sustainable income to withstand any economic climate and lasts for as long as you live.2014-01-0854 minLiving Your Life with Phillis Sax Pilvinis' PodcastKiplinger's Kim Lankford with Tips for Getting Financially Ready for 2014Are you financially ready for 2014? Are you certain you’ve made all the right retirement contributions and withdrawal decisions to give you a leading edge in the New Year? Have you checked off these year-end financial to-do’s that could potentially save you more retirement dollars? Listen in as we talk with Kim Lankford, Contributing Editor with Kiplinger’s Personal Finance, as she shares her tips for getting you financially ready for 2014.2014-01-0354 minLiving Your Life with Phillis Sax Pilvinis' PodcastThe Risk of Sequence of ReturnsDoes it matter whether you get good or bad returns in the early years of building your portfolio? Does it make a difference? Guess what – IT MATTERS! It matters when you’re building a portfolio and it matters even more when you’re close to or in retirement. Listen in as we tell you how to avoid Sequence of Return Risk, protect your portfolio from market downturns, and create reliable streams of retirement income so that you can live a financially independent retirement.2013-12-1754 minLiving Your Life with Phillis Sax Pilvinis' PodcastChris Sleight, Managing Director of Global Financial Private CapitalIf you are not creating consistent predictable retirement income after your paycheck stops that will outlast your life expectancy, you are creating unnecessary chaos and hardship. Listen in as we talk with our guest, Chris Sleight, Managing Director at Global Financial Private Capital, about what you can do to protect your hard-earned savings and create guaranteed income that’s stress-tested to stand up regardless of market or economic volatility.2013-12-1654 minLiving Your Life with Phillis Sax Pilvinis' PodcastMaximize Your Social Security Benefits to Optimize Your RetirementAre you worried whether social security benefits will be available or sufficient to supplement your retirement income? Have you figured out when is the right time for you to take your benefits? Today, many Americans are needlessly overpaying taxes on their social security benefits and electing them at the wrong time, both with potentially painful outcomes. Listen in as Phillis and Jill talk about how you can maximize your social security benefits to optimize your retirement.2013-12-1154 minLiving Your Life with Phillis Sax Pilvinis' PodcastPaul Merriman, Retired Financial Advisor and Investment EducatorAre you prepared for the next market crash? In 2008, many people who thought they were conservatively invested lost up to fifty percent of their life’s savings. I know it wasn’t you, or was it? Could it happen again? You betcha! Listen in as we talk with our guest, Paul Merriman, Retired Financial Advisor, investment educator and prolific financial author as we talk about how to keep your hard-earned retirement assets protected no matter how the stock market performs.2013-11-1954 minLiving Your Life with Phillis Sax Pilvinis' PodcastTen Worst Money Moves for Pre-Retirees and RetireesIf you’re heading for retirement, are you confident that you’re ready? In today’s uncertain economy, one financial mistake could cost you thousands of dollars in retirement income. Listen in to learn ten of the worst money moves pre-retirees – and retirees for that matter – can make, why they are so damaging to retirement certainty, and how you can preempt them to make sure every dollar you’ve earned - and then some - will be there for your retirement.2013-11-1954 minLiving Your Life with Phillis Sax Pilvinis' PodcastHarry S. Dent, Economist and Best-Selling AuthorIf you’re relying on our government to support you in retirement – you should be scared to death! The recent government shutdown should be a serious wake up call for everyone. In fact…it should scare the bejeezus out of you…. Tune in to this show to discover how to take control of your retirement! With our special guest, Harry S. Dent, economist and best-selling author, we’ll talk about coming economic trends and how you can protect and thrive even in chaotic times like these.2013-11-1054 minLiving Your Life with Phillis Sax Pilvinis' PodcastThe Three Phases of MoneyDo you feel in control of your money or do you worry that your finances control you? Are you aware that there are three distinct phases of money and that how you manage these as your life progresses can make or break your retirement? Listen in as Phillis and Jill show you how the more specific you plan for each financial phase, the greater control you’ll have over your money to enjoy a comfortable and secure retirement.2013-11-1054 minLiving Your Life with Phillis Sax Pilvinis' PodcastAre There Really "Magic Numbers" for Retirement Success?Once upon a time, financial planners used to talk about that “magic number” that would get you to the promised land of a safe and comfortable retirement. Save that and you were golden. Today, are there really any “magic numbers”? Even the experts can’t seem to agree. Listen in and discover better strategies to determine your retirement goals and how to build a ladder of income to retirement certainty!2013-10-2454 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Show, How To Be Retired AND Financially IndependentWhat truly defines a winning retirement strategy? What do you need to do to have financial security and freedom from fears that your money won’t outlive you? Discover the essential financial strategies for you to become financially independent, and enjoy a comfortable retirement! Listen in as we share 3 foundations to financial independence and why they are so critical to retirement success.2013-10-2454 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest, Tom Hegna, Retirement Planning ExpertWith historically low interest rates and market volatility, is there a way to find the right balance between risk and safety to grow and protect your nest egg? Listen in as we talk with Tom Hegna, Retirement Planning Expert and former Vice President of New York Life, as we discuss strategies for how to make your retirement income last even in a crazy uncertain economy.2013-10-2454 minLiving Your Life with Phillis Sax Pilvinis' PodcastWhat Does Football Have to Do with Retirement? Ask Vince Lombardi!One of the greatest coaches in NFL history was Vince Lombardi.
His famous quote...“Some people try to find things in this game that don't exist…but football is only two things - blocking and tackling.” has a great lesson when we apply his philosophies to retirement planning. If all you do is execute “blocking and tackling” retirement fundamentals – you’ll wind up a “champion” in retirement. Listen in as Phillis and Jill share 3 of these basics and why they are so critical to retirement success.2013-09-3054 minLiving Your Life with Phillis Sax Pilvinis' PodcastMedicare Facts, Eric Maddux, Senior Medicare Advisor with eHealth-MedicareAre you confident you have the right Medicare plans so that you aren’t paying more out-of-pocket? Are you ready for Medicare’s Open Enrollment start on Oct. 15th? Perhaps your retirement date is approaching and you need the facts of what Medicare will or will not cover? Listen in with guest Senior Medicare Advisor, Eric Maddux, as we discuss everything you need to know about Medicare to save you money and provide you quality health.2013-09-3054 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Dr. Timothy PeaceYou’ve heard it said, if you have your health, you have everything. One hundred years ago, you could expect to live to forty. Today, it’s closer to eighty years old. You work hard, build a generous nest egg, and then it’s time to enjoy retirement. Are you in tip top shape? Do you wonder if you can do more to rejuvenate your health to fully enjoy this time of life? Listen in to our conversation with Dr. Timothy Peace, a naturopathic physician and Director of the Peace Wellness Center in Arizona, about how you can live a long l...2013-09-1354 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Dr. Katy VotavaAre you confused by what’s really happening with “Obamacare” and its impact on your health premiums and benefits? Are you prepared for the new "Health Insurance Exchange" Open Enrollment on October 1st? Do you worry that you have the right Medicare coverage? Or enough protection so that expenses don’t put your nest egg in intensive care? Listen in as Dr. Katy Votava, President of Goodcare.com and an expert in healthcare costs and outcomes for people in retirement discusses her prescriptions for choosing healthcare in an "Obamacare" world that could potentially save you...2013-08-2654 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest, Christine Benz, Director of Personal Finance, MorningstarWhat makes a great financial plan in today’s economic climate of low interest rates and market fluctuations? Finding the right balance between risk and safety will help ensure your retirement is secure and comfortable. Join us this week as we talk with Christine Benz, Director of Personal Finance at Morningstar, as we discuss best practices for selecting and monitoring your portfolio to safely manage and grow your funds even in today’s volatile market.2013-07-3154 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Dr. Richard PetersonWhat makes us tick when it comes to managing and investing our money? According to Dr. Richard Peterson, “Bad investors think of ways to make money. Good investors think of ways to not lose money.” Is managing investments all about managing risks? We’ll find out as we talk with Dr. Peterson, Managing Director of Market Psych Data and author of “Inside the Investor’s Brain”, and learn his strategies for understanding your investor personality and how to make it work for you.2013-07-2354 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Dr. Wade PfauAre there really "safe" savings rates? Are you sure you are using the best withdrawal strategy? Listen as we talk with Dr. Wade Pfau, Professor of Retirement Income at The American College, and a leading researcher and educator on retirement income strategies built to last. Dr.Pfau's work on “Safe Savings Rates” is considered a seminal piece ushering in a new era of retirement strategies. InvestmentNews named him as among the Power 20 for people expected to shape the financial advisory industry, and he is a recipient of Financial Planning magazine’s Influencer Awards. He'll weigh in on how to best divers...2013-07-2354 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Ed Slott, America's Foremost IRA ExpertTax laws as they relate to retirement plans are some of the most complex. Strategies that used to work now don’t as tax laws and policies change and shift. Ed Slott, “America’s foremost IRA expert”, and host of the PBS show, “Retirement Rescue!” gives us the latest information to protect your nest eggs from ticking tax bombs and other risks AND where you can most benefit and prosper for retirement certainty.2013-07-1254 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Chadwick Burks, Mortgage Banker, People's MortgageArizona housing sales are up twenty percent from last year. Does this mean our housing market is in full recovery? Or are we heading for another housing bubble? With the threat of rates rising, is now a good time to buy or sell? Refinance? Take a home loan? Listen in as we talk with Chadwick Burks, Mortgage Banker with People’s Mortgage, about best strategies for making mortgage and real estate decisions that work to create your retirement certainty.2013-07-1254 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Jack Tatar, Author of "Having the Talk, the 4 Keys to Your Parents' Safe Retirement"It’s a fact that people are living longer. Today, boomers not only have to prepare for their own retirement, but may face the challenge of helping one or both parents make difficult decisions concerning medical proxies, healthcare, and estate planning. Listen as Jack Tatar, author of “Having the Talk, the 4 Keys to Your Parents’ Safe Retirement”, discusses his latest book that examines the growing need for adult children to have “the Talk” with their parents about retirement security.2013-06-1554 minLiving Your Life with Phillis Sax Pilvinis' PodcastRadio Guest: Ed Slott, Financial Expert and IRA-Distribution ExpertListen in with Ed Slott, Financial Expert named “The Best Source for IRA Advice” by The Wall Street Journal. As a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott’s Retirement Rescue!, viewed by millions of Americans, Ed will share his well-honed, eagle-eyed and most-up-to-date financial advice for preserving your nest egg.2013-06-1557 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Catherine Collinson, President of Transamerica Center for Retirement StudiesDo you have retirement certainty? If you’re feeling that you’re not quite ready, you are not alone; statistics indicate that far too many people are falling short of retirement readiness. Listen as Phillis talks with Catherine Collinson, President of Transamerica Center for Retirement Studies, about the trends, issues and opportunities to help you achieve financial security in your retirement.2013-06-0754 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Phillis and Jill Share "The PSP Process"Phillis and Jill take over the airways to discuss the "PSP and Associates" retirement planning process and why our customized and personalized plans provide retirement certainty for all of our clients. Baby boomers are on the brink of retiring, yet few have a well thought out and solid retirement plan. Getting “more life for your money” – with financial peace of mind, is what you deserve; listen in as they share how you make it happen.2013-06-0754 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Robert Powell, Editor of MarketWatch's Retirement WeeklyFinding retirement peace of mind always starts with a plan. Making sure that plan is solid means sifting through mountains of information, prospectuses and reports. How do you make sense of it all to make the right decisions? Listen in as we talk with Robert Powell, editor of Retirement Weekly newsletter, author and retirement expert, as he shares his twenty years of experience helping the baby boomer generation prepare for a comfortable and worry-free retirement.2013-05-2254 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Frank Maselli, CEO of The Maselli GroupBaby Boomers are retiring in record numbers and more than half are women. But are women ready for retirement? Whether married or single, a woman’s unique retirement needs require the right financial advice and plan. Join us for our conversation with Frank Maselli, a man who has trained thousands of financial advisors, as we discuss retirement challenges for women and how to choose a financial advisor who protects everyone’s retirement certainty.2013-05-1555 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Chris Bertelsen, CIO of Global Financial Private CapitalFinding the right balance between risk and safety is paramount in order to protect and grow the nest egg you’ve worked hard your whole life to accumulate. With historically low interest rates and market volatility, is it possible? Listen as Phillis talks with Chris Bertelsen, Chief Investment Officer with Global Financial Private Capital, and a forty year veteran of the financial industry. Learn solid strategies to safely manage and grow your funds even in today’s volatile market.2013-05-0754 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest Stephanie Fierro, Estate PlanningIn today’s world it is more important than ever to understand the complexities of estate planning and how you can protect both yourself and your intended beneficiaries. Stephanie Fierro, Associate Attorney with Frutkin Law Firm located in Phoenix and a legal expert on estate planning joins Phillis to explain what you can do to build a solid legal foundation that keeps your estate safely in the hands of those you love2013-04-3054 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Susan Garland, Editor of Kiplinger's Retirement ReportListen as Susan Garland, an expert and editor of Kiplinger’s Report, discusses the 4% Rule, inflation and how you can stretch your retirement portfolio for more certain results. Learn what you can do to generate more income with less risk.2013-04-0954 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Ross Blair, Medicare Expert and Sr. Vice President of eHealthWhat we do know is that President Obama and Congress were unable to reach a deal to avert a 2 percent across-the-board Medicare sequestration cut. Unless an alternative deficit plan is passed, these cuts will hit the Medicare program.
Listen in as we discuss the critical and complex issue with Ross Blair, Medicare expert and Senior Vice President of eHealth.2013-03-1956 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Joe ElsasserOnce upon a time selecting when to take your social security was a pretty easy decision. Today not so much. Times have changed considerably.
If you don't make a well informed decision about how and when to take social security you may be leaving hundreds of thousands of dollars on the table.
Tune in as we speak with Joe Elsasser, the creator of social security timing software, as he shares strategies with us so that you are empowered to make the right decision for your retirement.2013-03-1954 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Mike Alfred, CEO of Brightscope, the 401(k) rating agencyAre you like many people today where a good portion of your retirement savings is in a 401(k)? If so, wheterh you realize it or not, you are your own pension manager.
Do you know everything you need to know about your 401(k). The fees you are paying? The quality of your investment options?
If you're not sure listen in as we talk with Mike Alred, CEO of Brightscope, the 401(k) rating agency and get his insight on what's really going on with your 401(k).2013-03-1943 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Chris Sleight, Managing Director at Global FinancialWe’ve been taught how to save for our future - save for our retirement - but how do you know how to live in retirement, especially with the instability of the traditional means of retirement - from Social Security to Pensions as well as your Personal Savings?
We’ll discuss with Chris Sleight, Managing Director at Global Financial who just like me is a preservation specialist, working with baby boomers and retirees to help them plan for safety, security and certainty in retirement.
We will talk about how you can get reliable income even in today’s low interest rate e...2013-03-1943 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: David Blanchett, Head of Retirement Research for MorningstarHow do you get a steady paycheck in retirement? How do you do it the right way? I’m going to get collaboration on how to do income planning the right way from the head of retirement research at Morningstar, David Blanchett. We will talk about why that general 4% rule isn’t for everybody. We will give you some ideas of how to create an income plan of certainty.2013-03-1956 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Harry Dent, Economic Forecaster and Best Selling AuthorDid you ever wonder if there was a way to predict what our economic future would be? Wouldn't you like to be able to forecast that?
Economic forecaster and best-selling author Harry Dent joins us to discuss generational economics and the prospects for the U.S. economy as the Baby Boomer generation enters retirement.
Tune in to listen as Harry shares his insight about our economic future.2013-01-3043 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Debbie Burak, Founder of VeteranAid.orgIn honor of Veteran's Day, we want to honor our veterans and all who have served our country. We visited with our good friend, Debbie Burak of Veteran Aid.org. She's an expert on veterans benefits, so if you have a veteran in the family or in your family of friends, you will definitely want to tune in.2012-11-1257 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Dr. Frank Murtha, Financial Behavioral PsychologistHow many times in your life have you said, “If only I hadn’t done that, especially when it comes to the market?” We speak with Dr. Frank Murtha, a financial behavioral psychologist and author of Market Psych: How to Manage Fear and Build Your Investor Identity.
Dr. Murtha teaches us how to protect ourselves from ourselves. You’re going to learn what you need to know about your investor identity so you can build your perfect investment portfolio.2012-10-2957 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Annamaria Lusardi, Professor of Economics at Dartmouth CollegeWe have another great guest, who like myself is an advocate for you. Dr. Annamaria Lusardi is all about encouraging young and not so young people to become financially literate and take the hope out of retirement planning and turn it into that certainty you deserve.2012-10-2557 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Ed Slott, named "The Best" source for IRA advice by The Wall Street Journal and called "America's IRA Expert" by Mutual Funds MagazineAre you like most people with most of your money in retirement accounts. Haven’t paid the taxes on that nest egg yet but you will when you retire. What you don’t know about what you don’t know could potentially hurt you. Learn from who the Wall Street Journal refers to as the best source of IRA advise, Ed Slott, on how you can avoid potential tax pitfalls and how to disinherit Uncle Sam.2012-10-2557 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Steven Sadleir, Author of "Money and Power, The Secret History"Do you ever wonder where the concept of money started? Are you interested in knowing more about the current economic troubles and some ideas on how to fix them? If so, I think you’ll really enjoy our guest!
Steven Sadleir is an author, public speaker, self-awareness guru, former international banker, and former government economist amongst many other things. You'll hear Steven’s interesting perspective on some little known and sparsely talked about ideas.2012-09-2557 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Matt Zagula, Author of "Invasion of the Money Snatchers"It was a pleasure to talk with author and fellow colleague, Matt Zagula. Like myself, Matt also believes our roles as retirement and income planners is to provide our clients with innovative strategies to be successful in retirement in good and bad economies.2012-09-2556 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Conrad Toner, Author of "Fearless Retirement: How To Retire Without Financial Worry"Many baby boomers are on the brink of retiring, yet very few have a well thought out and solidified retirement plan.
Conrad Toner, know to some as the financial doctor, discusses his ideas on the matter, as well as his new book "Fearless Retirement: How to Retire without Financial Worry" which aims to dispel much of the fear and anxiety retirees have towards making the transition to the next stage of their lives.2012-07-2356 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Rocky Bleier, 4 Time Super Bowl Champion with the Pittsburgh SteelersHave you ever wondered what football and retirement and income planning have in common? Do you ever wonder how football and retirement are similar? Well in both football and retirement, you must have a game plan. And who better than 4 time super bowl champion Rocky Bleier, to talk with us about the importance of having a game plan both on and off the field.2012-06-1956 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Keith Green, Founder of the American Retirement InitiativeAmerica is in the midst of a crisis when it comes to retirement planning!
Only 16 percent of Americans are very confident about having enough money for a comfortable retirement. Worse, fewer than half of all Americans have even tried to calculate how much money they will need to have saved by the time they retire in order to live comfortably in their golden years.
This crisis is compounded by the looming transition of the baby boomers into retirement. It is one of the most serious public policy issues of our time. The time for definitive and decisive action is now!
...2012-06-0456 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Mike Reese, Founder and Principal of Centennial Wealth AdvisoryWe’re going to have an interesting conversation with one of my esteemed colleagues, Mike Reese, a retirement and income planner from the Midwest. It will be a pleasure to talk to him because the same as I talk about each week, Mike also believes our roles as retirement and income planners is to provide our clients with innovative strategies to be successful in retirement in good and bad economies.
You’re going to want to stay tuned because what I really like about Mike is he has an excellent way of communicating what could be considered complicated, in a very...2012-05-2656 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Jack Tatar, Author of "Safe 4 Retirement"You've accumulated that retirement nest egg after many years of hard work...you are all set to retire, or are you?
Being financially prepared is only ONE Aspect! Our guest, Jack Tatar, author of Safe 4 Retirement, has the same beliefs and philosophy that we have on the show....It's all about winning with your health AND your wealth so you have the freedom to live life your way. Jack's written this book to talk about all that encompasses planning to successfully fulfill your retirement dreams.
You're going to want to hear what key strategies we discuss to thriving "safely" in...2012-01-0956 minLiving Your Life with Phillis Sax Pilvinis' PodcastGuest: Robert Laura, Author of Naked RetirementAre you flirting with retirement or thinking about going all the way?
Tune in as we jump in with both feet and talk retirement in a fun and creative approach that strips away all the numbers and addresses the mental, social, and health related aspects of retirement, with Robert Laura, author of Naked Retirement.2011-12-1256 min