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Financial and retirement planning guidance from Phil Telpner of Breakout Private Wealth in Chicago, Illinois. Join Phil each show for helpful conversations about money, life, and retirement. Phil will cover topics like 401(k)s, IRAs, income planning, investing, and so much more.

If you have any questions, call 312-953-4081, email or visit online for more resources.

  1. All Episodes
  2. 2022
  3. 01

Ep 22: Don’t Fumble Your Retirement In The Financial Red Zone

Jan 27, 2022

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this...

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Ep 21: How To Pronounce “Fiduciary” & How The Word Impacts Your Financial Plan

Jan 6, 2022

Fuh-Doo-she-air-ee. FIGH-Doooooooooo-sherry. Few people seem to be able to even pronounce this financial buzzword correctly, let alone define it and describe how it impacts their financial world. Today we’ll learn how to pronounce the word and explore why it’s an important standard for you to consider when choosing...

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