47 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.

    Ep 46: Back To Basics - Understanding Income Planning

    Ep 46: Back To Basics - Understanding Income Planning

    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

    • 22 min
    Ep 45: Common Investing Mistakes Gen Xers Make

    Ep 45: Common Investing Mistakes Gen Xers Make

    Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’ve already made some mistakes in 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

    • 21 min
    Ep 44: The Top 5 401(k) Mistakes You Need To Avoid

    Ep 44: The Top 5 401(k) Mistakes You Need To Avoid

    Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
    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 43: Is it Going to Take a Miracle to Retire?

    Ep 43: Is it Going to Take a Miracle to Retire?

    Check out this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel surer about their retirement futures? Listen to the episode to find out.
    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 42: Making Smart Decisions During Major Life Events

    Ep 42: Making Smart Decisions During Major Life Events

    Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your 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

    • 19 min
    Ep 41: The Retirement Marathon - Finishing the Race

    Ep 41: The Retirement Marathon - Finishing the Race

    Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
    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

    • 21 min

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