Retirement Planning University® RPU Cast

Listen as SWD’s own Jordan Schwartz and Phillis Pilvinis take you on a captivating journey of financial enlightenment.

Tune In. Take Action.

Catering to both beginners and seasoned investors, Jordan and Phillis tackle a wide range of topics to help listeners gain a deeper understanding of issues, including:

  • Money management
  • Investment strategies
  • Wealth creation and preservation
  • Personal finance essentials
  • Budgeting and more

If you’re looking for practical and actionable insights from experienced, knowledgeable financial professionals, this podcast is ideal for you!

Recent RPU Casts Check out our latest podcast or the topic that most interests you.

  • How do you know if you’re ready to retire?
  • What phase of retirement are YOU in?
  • How a 401(k) ACTUALLY works
  • What all should you have in your portfolio?
  • Are you underestimating your retirement budget?
  • Why are we so fired up about annuities?