Trevor Phibbs, CFP®
12K subscribers
My name is Trevor Phibbs, and I'm CERTIFIED FINANCIAL PLANNER® and founder of Phibbs Financial. We help people transform their savings into spending so they can create more memories with their money in retirement. Most people spend 30 years learning how to save, but nobody ever teaches them how to spend. This channel is about empowering you to experience the retirement you deserve. Here you'll discover how to retire, when you should retire, and how to have more fun when you do. Investment advisory services offered through Phibbs Financial Services LLC, a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through Phibbs Insurance Services LLC in all appropriate jurisdictions. We are not affiliated with the Social Security Administration or any other government agency. Content is intended for informational purposes only and should not be construed as a recommendation or specific advice.
Where Should You Pull Funds from First in Retirement? The Answer Will Surprise You.
Trevor Phibbs, CFP® · 18K views · 2 days ago
Roth Conversions Are Expensive. 4 Reasons to Skip Them.
Trevor Phibbs, CFP® · 29K views · 2 months ago
I Have $1.35M in My 401(k). Here's How I Fixed My RMD Problem.
Trevor Phibbs, CFP® · 116K views · 2 weeks ago
Retiring at 62 with $500,000? Copy This Plan.
Trevor Phibbs, CFP® · 3.8K views · 2 months ago
Social Security at 62 vs 70. The Math Will Surprise You.
Trevor Phibbs, CFP® · 2M views · 1 month ago
If You're 60, This Is The Retirement Plan I'd Use.
Trevor Phibbs, CFP® · 18K views · 9 days ago
Can We Spend $7,000/month with $1M Saved For Retirement?
Trevor Phibbs, CFP® · 27K views · 1 month ago
Saved $1M? You Probably Don't Have a Money Problem.
Trevor Phibbs, CFP® · 73K views · 2 months ago
Average Retirement Savings By Age. Are You On Track?
Trevor Phibbs, CFP® · 33K views · 3 weeks ago
$1.5M Saved. Will It Be Enough to Retire?
Trevor Phibbs, CFP® · 52K views · 2 months ago
How Much Should You REALLY Save For Retirement?
Trevor Phibbs, CFP® · 3.5K views · 1 month ago
RMDs Aren't The Problem for Most Retirees. Here's Why You Should Stop Worrying.
Trevor Phibbs, CFP® · 58K views · 1 month ago
Social Security Spousal Benefits at 62 vs 70. The Math Couples Get Wrong.
Trevor Phibbs, CFP® · 11K views · 1 month ago
Monthly Payment or Lump Sum? Which Pension Option Should I Take?
Trevor Phibbs, CFP® · 4.8K views · 1 month ago
The Truth About Paying Tax On Roth Conversions (And Why You Don't Need Extra Cash)
Trevor Phibbs, CFP® · 39K views · 1 month ago
Retire Now! Don't Trade Good Years for Bad Dollars!
Trevor Phibbs, CFP® · 3.7K views · 1 month ago
Sell These 7 Things BEFORE You Retire
Trevor Phibbs, CFP® · 3.4K views · 2 months ago