Breakout Wealth with Phil Telpner

Breakout Wealth with Phil Telpner

Financial and retirement planning guidance from Phil Telpner of Breakout Private Wealth in Chicago, Illinois. Join Phil each show for helpful conversations about money, life, and retirement. Phil will cover topics like 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources.

Episodes

June 16, 2022 14 min

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/3...

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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

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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

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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

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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 muc...

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Most 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

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This 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) ...

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If 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

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In 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 no...

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Fuh-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@BreakoutPrivate...

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December 30, 2021 20 min

You 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

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It 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

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We 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

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November 4, 2021 14 min

Phil 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

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Have 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

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October 7, 2021 24 min

If 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

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September 30, 2021 18 min

Depending 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

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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

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Most 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

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