32 episodes

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.

Breakout Wealth with Phil Telpner Phil Telpner

    • Business

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.

    Ep 31: Investor Beware: Spotting Red Flags When Picking An Advisor

    Ep 31: Investor Beware: Spotting Red Flags When Picking An Advisor

    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/31iOtBO
    Phone: (224) 616-2016
    Email: PT@BreakoutPrivateWealth.com

    • 14 min
    Ep 30: Mailbag - What Is Diversification?

    Ep 30: Mailbag - What Is Diversification?

    We open up the mailbag to answer some listener questions on today's show. Phil will discuss if you should look for another financial advisor and what true diversification is in a portfolio.
    Book A Call With Phil: https://bit.ly/31iOtBO
    Phone: (224) 616-2016
    Email: PT@BreakoutPrivateWealth.com

    • 10 min
    Ep 29: Are These Retirement Statistics Encouraging or Disturbing?

    Ep 29: Are These Retirement Statistics Encouraging or Disturbing?

    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

    • 19 min
    Ep 28: Is Your Advisor An Effective Communicator?

    Ep 28: Is Your Advisor An Effective Communicator?

    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

    • 18 min
    Ep 27: The Retirement Diet: Fixing Unhealthy Financial Habits

    Ep 27: The Retirement Diet: Fixing Unhealthy Financial Habits

    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
    Phone: (224) 616-2016
    Email: PT@BreakoutPrivateWealth.com

    • 18 min
    Ep 26: Understanding Financial Jargon: Investment Terms You Should Know

    Ep 26: Understanding Financial Jargon: Investment Terms You Should Know

    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 much stock you should buy.
    Book A Call With Phil: https://bit.ly/31iOtBO
    Phone: (224) 616-2016
    Email: PT@BreakoutPrivateWealth.com

    • 13 min

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