Retirement Income
Pulling 10% a Year From Your Retirement? Here's What Happens Next
Avoid draining your retirement portfolio by fixing unsustainable withdrawal rates. Learn how one client secured their future.
27 min · October 7, 2026
We’re Talking Money Podcast With Phil Clark
Straight talk about your money
Phil Clark takes on the questions people actually ask about their money. Watch on YouTube, listen on Spotify, or read the full transcript here.
Retirement Income
The 529-to-Roth Hack Sounds Great—Until You Do the Math
10 min · September 30, 2026
Retirement Income
The 529-to-Roth "Loophole" Is a Lie (Here's Why) + Social Security Hidden Rules
57 min · September 23, 2026
Philanthropy
The 1% Advisor Fee Trap Nobody Talks About
10 min · September 16, 2026
Tax Strategies
25 Years With an Advisor, Zero Results (Why Your Financial Advisor Might Be Failing You)
14 min · September 9, 2026
Investment Oversight
Why You Should Get a Second Opinion on Your Financial Plan
56 min · September 2, 2026
Tax Strategies
You Have One Too Many People On Your Team
6 min · August 26, 2026
Tax Strategies
Don't Let Your CPA Do This To Your Roth IRA
14 min · August 19, 2026
Tax Strategies
A CPA's $10,000 Mistake (& How We Caught It)
43 min · August 12, 2026
Investment Oversight
Target Date Funds vs What Wealthy People Actually Do
17 min · August 5, 2026
Tax Strategies
Millionaires Don't Read Their Tax Return Like You Do
18 min · July 27, 2026
Retirement Income
The Retirement Plan That's Fooling Millions
9 min · June 29, 2026
Retirement Income
The Real Cost of Buying a Home Nobody Talks About
10 min · June 15, 2026
Investment Oversight
The Hidden Risk of a HELOC
9 min · June 8, 2026
Investment Oversight
The Real Cost of Waiting to Buy a Home
47 min · June 1, 2026
Retirement Income
What NOT to Do After Inheriting Money
6 min · May 20, 2026
Retirement Income
The Financial Penalty for Not Getting Married (Most Couples Never See It Coming)
7 min · May 13, 2026
Retirement Income
The REAL Cost Of Not Getting Married
12 min · May 6, 2026
Retirement Income
The $100,000+ Mistakes Unmarried Couples Don’t See Coming
24 min · April 28, 2026
Retirement Income
They Lied About Your ROTH Strategy (Is Your Income REALLY Too High?)
11 min · April 15, 2026
Retirement Income
Your 401(k) Could Be a Future Tax Disaster
9 min · April 9, 2026
Tax Strategies
This Tax Mistake Costs Retirees Six Figures
10 min · April 1, 2026
Investment Oversight
THIS Bad Financial Advice Is Silently Costing You Millions
14 min · March 25, 2026
Retirement Income
Retirement Tax Trap (Avoid This $250k Mistake)
10 min · March 18, 2026