Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Prepare for Retirement with “The Retirement Rehearsal”—Interview with Benjamin Brandt, CFP

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 23, 2019 | Investing, Planning |

This webinar interview is from my Wealth Summit held in September of 2017, enjoy! Greg: Hello...

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401k Rollover to IRA—An Interview with Expert John Frisch

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 22, 2019 | Investing, Planning, Tax Planning |

This video covering the decision to do a 401k rollover to IRA or not is part of our Wealth Summit...

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How To Find A Financial Advisor You Can Trust

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 18, 2019 | Planning |

Deciding to get financial planning help is a wise decision, but learning how to find a financial...

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How To Retire Early With(out) Bitcoin – 5 Things To Know

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 20, 2019 | Investing |

Bitcoin took the world by storm from 2016-2018 as its price skyrocketed. Investors that purchased...

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Definitive Guide to Investing in Structured Notes

Posted by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 17, 2019 | Investing |

Here Are 13 Things You Need To Know Before Investing If you’re thinking of investing in...

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