Podcast thumbnail for Gen X Wealth Academy with Phil Telpner

Gen X Wealth Academy with Phil Telpner

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by Phil Telpner

54 episodes
Updated Daily
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Podcast Overview

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.

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Publishing Since

3/16/2021

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Recent Episodes

Episode thumbnail for Addressing Financial Planning Complaints from Gen X

August 10, 2023

Addressing Financial Planning Complaints from Gen X

<p class="MsoNoSpacing"><span style= "mso-bidi-font-size: 12.0pt; font-family: 'Arial',sans-serif;">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.</span></p> <p> </p> <p><strong>Join the exclusive Gen X Wealth Academy</strong>: <a href= "https://bit.ly/3yHAlDD">https://bit.ly/3yHAlDD</a></p> <p><strong>Book a call with Phil</strong>: <a href= "https://bit.ly/31iOtBO" target="_blank" rel= "noopener">https://bit.ly/31iOtBO</a></p> <p><strong>Phone</strong>: (224) 616-2016</p> <p><strong>Email</strong>: <a href= "mailto:PT@breakoutprivatewealth.com">PT@BreakoutPrivateWealth.com</a></p> <p><strong>Learn how to rebound from investment losses with the Investor Recovery Report</strong>: <a href= "https://bit.ly/3RXQhs9">https://bit.ly/3RXQhs9</a></p> <p class="MsoNoSpacing"><span style= "mso-bidi-font-size: 12.0pt; font-family: 'Arial',sans-serif;"> </span></p>

Episode thumbnail for Bad Money Habits Could Spoil Your Retirement Party

July 6, 2023

Bad Money Habits Could Spoil Your Retirement Party

<p>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.</p> <p><strong>Join the exclusive Gen X Wealth Academy</strong>: <a href= "https://bit.ly/3yHAlDD">https://bit.ly/3yHAlDD</a></p> <p><strong>Book a call with Phil</strong>: <a href= "https://bit.ly/31iOtBO" target="_blank" rel= "noopener">https://bit.ly/31iOtBO</a></p> <p><strong>Phone</strong>: (224) 616-2016</p> <p><strong>Email</strong>: <a href= "mailto:PT@breakoutprivatewealth.com">PT@BreakoutPrivateWealth.com</a></p> <p><strong>Learn how to rebound from investment losses with the Investor Recovery Report</strong>: <a href= "https://bit.ly/3RXQhs9">https://bit.ly/3RXQhs9</a></p>

Episode thumbnail for How To Clean Up Your Portfolio

June 15, 2023

How To Clean Up Your Portfolio

<p class="MsoNoSpacing"><span><span style= "mso-bidi-font-size: 12.0pt; font-family: 'Arial',sans-serif;">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.</span></span></p> <p class="MsoNoSpacing"> </p> <p><strong>Join the exclusive Gen X Wealth Academy</strong>: <a href= "https://bit.ly/3yHAlDD">https://bit.ly/3yHAlDD</a></p> <p><strong>Book a call with Phil</strong>: <a href= "https://bit.ly/31iOtBO" target="_blank" rel= "noopener">https://bit.ly/31iOtBO</a></p> <p><strong>Phone</strong>: (224) 616-2016</p> <p><strong>Email</strong>: <a href= "mailto:PT@breakoutprivatewealth.com">PT@BreakoutPrivateWealth.com</a></p> <p><strong>Learn how to rebound from investment losses with the Investor Recovery Report</strong>: <a href= "https://bit.ly/3RXQhs9">https://bit.ly/3RXQhs9</a></p> <p class="MsoNoSpacing"><span><span style= "mso-bidi-font-size: 12.0pt; font-family: 'Arial',sans-serif;"> </span></span></p>

54 total episodes available

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Frequently asked questions

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What is Gen X Wealth Academy with Phil Telpner?

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.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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