54 episodes

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 PT@BreakoutPrivateWealth.com 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.

Gen X Wealth Academy with Phil Telpner Phil Telpner

    • Business

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 PT@BreakoutPrivateWealth.com 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.

    Addressing Financial Planning Complaints from Gen X

    Addressing Financial Planning Complaints from Gen X

    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
     

    • 25 min
    Bad Money Habits Could Spoil Your Retirement Party

    Bad Money Habits Could Spoil Your Retirement Party

    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

    • 19 min
    How To Clean Up Your Portfolio

    How To Clean Up Your Portfolio

    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
     

    • 14 min
    Ep 50: When & How To Rebalance Your Portfolio

    Ep 50: When & How To Rebalance Your Portfolio

    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
     

    • 16 min
    Ep 49: Crash Course - The Psychology of Investing in the Wake of Historic Market Crashes

    Ep 49: Crash Course - The Psychology of Investing in the Wake of Historic Market Crashes

    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
     

    • 19 min
    Ep 48: The Incomplete Financial Plan

    Ep 48: The Incomplete Financial Plan

    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
     

    • 26 min

Top Podcasts In Business

The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance
The Diary Of A CEO with Steven Bartlett
DOAC
Planet Money
NPR
The Money Mondays
Dan Fleyshman