In 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

Picture 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

Email: PT@BreakoutPrivateWealth.com

Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Get 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 From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life.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

Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Are 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

Have 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: PT@BreakoutPrivateWealth.com

Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Are 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/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

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

Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

It’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://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