You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

Phil's Tax Hacks · May 7, 2026 · 17m

You’ve done a great job managing your money, so why change anything now? That’s the question Phil’s tackling in this episode. As retirement approaches, decisions get more permanent, and the margin for error gets smaller. This conversation is about understanding how the game changes and what it looks like to have the right kind of support in place. Because doing well up to this point doesn’t guarantee the next phase will be just as simple.

Here’s some of what we discuss in this episode:

🎯 This is a Different Game: Saving vs retirement income requires new strategy

⚠️ Higher Stakes: Mistakes…