Gen X Wealth Academy with Phil Telpner

Gen X Wealth Academy with Phil Telpner

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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.

Recent Episodes

  • Addressing Financial Planning Complaints from Gen X

    9 months ago
  • Bad Money Habits Could Spoil Your Retirement Party

    11 months ago
  • How To Clean Up Your Portfolio

    11 months ago
  • Ep 50: When & How To Rebalance Your Portfolio

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

    1 year ago
  • Ep 48: The Incomplete Financial Plan

    1 year ago
  • Ep 47: What's Your Biggest Financial Fear?

    1 year ago
  • Ep 46: Back To Basics - Understanding Income Planning

    1 year ago
  • Ep 45: Common Investing Mistakes Gen Xers Make

    1 year ago
  • Ep 44: The Top 5 401(k) Mistakes You Need To Avoid

    1 year ago