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Gen X Wealth Academy with Phil Telpner

Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X. If you have any questions, call 312-953-4081, email [email protected] or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.

info_outline Addressing Financial Planning Complaints from Gen X 08/10/2023
info_outline Bad Money Habits Could Spoil Your Retirement Party 07/06/2023
info_outline How To Clean Up Your Portfolio 06/15/2023
info_outline Ep 50: When & How To Rebalance Your Portfolio 05/04/2023
info_outline Ep 49: Crash Course - The Psychology of Investing in the Wake of Historic Market Crashes 04/06/2023
info_outline Ep 48: The Incomplete Financial Plan 03/02/2023
info_outline Ep 47: What's Your Biggest Financial Fear? 02/16/2023
info_outline Ep 46: Back To Basics - Understanding Income Planning 02/02/2023
info_outline Ep 45: Common Investing Mistakes Gen Xers Make 01/19/2023
info_outline Ep 44: The Top 5 401(k) Mistakes You Need To Avoid 01/05/2023
info_outline Ep 43: Is it Going to Take a Miracle to Retire? 12/15/2022
info_outline Ep 42: Making Smart Decisions During Major Life Events 12/01/2022
info_outline Ep 41: The Retirement Marathon - Finishing the Race 11/17/2022
info_outline Ep 40: Gen X Problems 11/03/2022
info_outline Ep 39: Introducing The Gen X Wealth Academy 10/15/2022
info_outline Ep 38: Can’t Get No Satisfaction... Or Can You? 09/22/2022
info_outline Ep 37: How Money Ads Catch Your Attention 09/15/2022
info_outline Ep 36: Going Against The Grain 09/01/2022
info_outline Ep 35: How Procrastination Dooms Your Financial Future 08/18/2022
info_outline Ep 34: What They’re Saying: Analyzing Advice On Surviving A Bear Market 08/04/2022
info_outline Ep 33: Can You Get An A+ On Our Retirement Planning Quiz? 07/21/2022
info_outline Ep 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 07/07/2022
info_outline Ep 31: Investor Beware: Spotting Red Flags When Picking An Advisor 06/16/2022
info_outline Ep 30: Mailbag - What Is Diversification? 06/02/2022
info_outline Ep 29: Are These Retirement Statistics Encouraging or Disturbing? 05/19/2022
info_outline Ep 28: Is Your Advisor An Effective Communicator? 05/05/2022
info_outline Ep 27: The Retirement Diet: Fixing Unhealthy Financial Habits 04/21/2022
info_outline Ep 26: Understanding Financial Jargon: Investment Terms You Should Know 04/07/2022
info_outline Ep 25: When Guessing At Retirement’s Most Important Questions Goes Wrong 03/17/2022
info_outline Ep 24: Article Breakdown: Murky Issues That Make Retirement Planning Harder 03/10/2022
 
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