The Perfect Retirement Plan? is a biweekly podcast hosted by Phillip Smith, financial planner with Tidepool Wealth Strategies. Designed for late-career professionals nearing retirement, the show delivers concise, actionable insights on managing cash flow, minimizing lifetime taxes, protecting what matters most, and creating adaptive investment strategies. Using a mix of attempted humor, relatable stories, and practical advice, Phillip aims to help listeners craft a retirement plan tailored to their unique goals and evolving journey, emphasizing that the perfect retirement plan is the one you act on.

You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at:
https://www.tidepoolwealth.com/

or by connecting with Phillip on LinkedIn at
https://www.linkedin.com/in/tidepoolwealth/

You can also connect directly with Phillip at phillip.smith@ceterawealth.com.

################################################################
//Disclosures://
This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies or Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisor Networks LLC cannot guarantee or represent that it is accurate or complete.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, and member of FINRA and the S I P C. Cetera is under separate ownership from any other named entity.