Guiding Utah's Financial Future with Scott Phillips and Steven Cox

On this week's show we discuss the highest inflation in 40 years…and how to potentially avoid the pain in retirement by inflation proofing your golden years.Shifting gears from accumulation of funds to decummulation believe it or not, isn’t easy for a lot of retirees. We talk about planning for your decumulation phase what all that entails. Are you in need of Retirement Plan Checkup? Stay tuned. If you have any questions about your retirement call SDP Personalized Planning 800-940-9616. Retirement, Plan, Taxes, Inflation, Savings, 401K, IRA

On this week’s show we answer common questions about taxes in retirement.We get into the Roth IRA and reasons to start saving now. We also discuss the many types of risks when it comes to retirement planning and how to potentially avoid them. If you have any questions about your retirement situation call SDP Personalized Planning 800-940-9616. Roth, Taxes, Plan, Retirement, 401K,

Cryptocurrencies are now mainstream, digging in to what it is and isn’t. On this week’s show we will take a look at Cryptocurrencies and is it worth the risk. Optimizing your retirement even if you’re in your 60’s and knocking on the door of your golden years. We will also discuss common sense fact about retirement you need to be aware of as you plan. If you have any questions about your own retirement situation call SDP Personalized Planning 800-940-9616. Crypto, Retirement, Savings, Medicare, Longevity, Money, Taxes

On today’s show, 3 crucial realities in retirement that many people just don’t know. Getting older has its advantages, tax advantages, that is! We discuss ages 50 to 65 and older and what it means to retirees. 5 expenses that can erode your savings and what to do about them. If you have any questions about your retirement picture call SDP Personalized Planning 800-940-9616 401K, Taxes, Savings, Retirement, Advisor

Ideas to Create Income in Retirement and Tips when turning 50 to shore up your plan. On today’s program we discuss creating income once you are retired. The importance of having a plan unique to your situation is vital. Turning 50 and approaching retirement this can be crunch time and we have some strategy tips. If you have any questions concerning retirement planning call SDP Personalized Planning 800-940-9616. Retirement, Income, Savings, Plan, Strategy

On this week's show The Roth IRA discussion & we discuss retirement readiness, Legacy pitfalls to avoid, and simple tips to boost your retirement savings.   If you have any questions contact SDP Personalized Planning 800-940-9616. Retirement, Roth, 401K, Plan, Taxes, Savings

On this week's show we discuss Is the 401K a good fit for everybody? We also will go over distribution strategies for your retirement plan. We also tackle some retirement planning red flags. If you have any questions about your retirement picture call SDP Personalized Planning 800-940-9616. Retirement, Risk, Plan, 401K, Taxes

On today’s episode we discuss the differences for women & men when it comes to retirement and an interesting conversation unfolds. Avoiding the myths that exist when it comes to retirement planning is vital because it can derail your golden years. If you have any question regarding your retirement call SDP Personalized Planing 800-940-9616. Retirement, finance, invest, plan, planning, taxes, 401k, Roth

Today we discuss rules of Thumb related to investing and Retirement. You don’t want to miss those plus if you are in your 50’s what does retirement look like for you? Make sure you are on the right track and if you’re a couple you need to be on the same page. Finally, covering your bases, who should you be working with and what are the essentials you need in a retirement plan. If you have any questions contact SDP Personalized Planning 800-940-9616. advisor, retirement, finance, money, savings

On today’s show we discuss threats your retirement savings could face. What can you do to combat “Longevity Risk”? We have tips to maximize your retirement dollar as you near the last ten years before you head off into your golden years. If you have any questions about your retirement please contact SDP Personalized Planning 800-940-9616. Retirement, savings, risk, 401K, 403B, TSP, IRA