The Perfect Retirement Plan?

By: Phillip Smith
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  • Summary

  • The Perfect Retirement Plan? is a biweekly podcast hosted by Phillip Smith, financial planner with Tidepool Wealth Strategies. Designed for late-career professionals nearing retirement, the show delivers concise, actionable insights on managing cash flow, minimizing lifetime taxes, protecting what matters most, and creating adaptive investment strategies. Using a mix of attempted humor, relatable stories, and practical advice, Phillip aims to help listeners craft a retirement plan tailored to their unique goals and evolving journey, emphasizing that the perfect retirement plan is the one you act on.

    You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at:
    https://www.tidepoolwealth.com/

    or by connecting with Phillip on LinkedIn at
    https://www.linkedin.com/in/tidepoolwealth/

    You can also connect directly with Phillip at phillip.smith@ceterawealth.com.

    ################################################################
    //Disclosures://
    This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies or Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

    The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisor Networks LLC cannot guarantee or represent that it is accurate or complete.
    All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

    Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, and member of FINRA and the S I P C. Cetera is under separate ownership from any other named entity.

    © 2025 The Perfect Retirement Plan?
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Episodes
  • Introduction to Financial Planning for the Late-Career Professional

    Introduction to Financial Planning for the Late-Career Professional
    Jan 10 2025

    Are you a late-career professional looking to secure a more confident financial future? In this episode, “Introduction to Financial Planning for Late-Career Professionals,” we delve into essential strategies designed to help you navigate the transition into retirement. From maximizing your 401(k) contributions to exploring Roth IRA benefits, our discussion breaks down the critical steps needed to set the stage for lasting financial well-being. We also explore often-overlooked considerations such as healthcare costs, inflation factors, and pension payout options, highlighting the importance of well-rounded decision-making.

    Our podcast is dedicated to helping those of you who are nearing retirement make informed choices. Through practical guidance, you’ll discover how to manage risk, optimize Social Security, and assess planning challenges and opportunities. Whether you’re seeking actionable insights to refine your portfolio or curious about collaborating with a professional financial advisor, this episode offers a glimpse at financial planning for your retirement years.

    Get ready to learn proven strategies, hear real-life examples, and gain the clarity needed to build a strong financial foundation. Tune in and start taking control of your future today!

    #RetirementPlanning #FinancialPlanning #MoneyManagement #FinancialAdvisor #LateCareerPros

    Thanks for tuning in to this episode of The Perfect Retirement Plan, and remember: it's not about having the smartest financial advisor, the most money saved, or the highest probability of retirement success. The perfect retirement plan, for you – is the one you act on.

    Phillip Smith, CRPC AIF | Financial Planner
    Tidepool Wealth Strategies
    450 Country Club Road, Suite 350 | Eugene, OR | 97401

    ____________________________________________________________________________________________
    Additional Disclosures:
    The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisor Networks LLC cannot guarantee or represent that it is accurate or complete.
    All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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    9 mins
  • Welcome to "The Perfect Retirement Plan?"

    Welcome to "The Perfect Retirement Plan?"
    Jan 3 2025

    Welcome to "The Perfect Retirement Plan?" the podcast that wades into the idea that "perfect" is a matter of perspective when it comes to successful retirement.

    This is intended as an audio retirement planning guide to money management, pursuit of long-term financial growth, and creating an adaptive strategy tailored to your unique and evolving journey. My goal in each episode In every episode is to share concise, actionable insights that help you plan a retirement of purpose, resilience, and confidence.

    The series is aimed at late-career professionals nearing retirement, who are seeking guidance on how to retire well, and how to avoid common mistakes.

    Thanks for tuning in to this episode of The Perfect Retirement Plan, and remember: it's not about having the smartest financial advisor, the most money saved, or the highest probability of retirement success. The perfect retirement plan, for you – is the one you act on.

    Phillip Smith, CRPC AIF | Financial Planner
    Tidepool Wealth Strategies
    450 Country Club Road, Suite 350 | Eugene, OR | 97401

    ____________________________________________________________________________________________
    Additional Disclosures:
    The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisor Networks LLC cannot guarantee or represent that it is accurate or complete.
    All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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    7 mins

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