Sandra McDevitt brings you heartwarming tales of ordinary people dealing with extraordinary situations.
…
continue reading
Nick McDevitt Podcasts
Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon in ...
…
continue reading
Story #1: Lost and Found / Story #2: Mary GardenBy Sandra McDevitt - Host
…
continue reading
Story #1: A Rose for Margaret / Story #2: St. FrancisBy Sandra McDevitt - Host
…
continue reading

1
The 4 Things You Can Control in Retirement
14:42
14:42
Play later
Play later
Lists
Like
Liked
14:42Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: P…
…
continue reading
Story #1: Blindness / Story #2: The Long Way HomeBy Sandra McDevitt - Host
…
continue reading
Story #1: A Modern Day Monica / Story #2: St. TarcisiusBy Sandra McDevitt - Host
…
continue reading

1
Should You Gift Money While You’re Alive or Leave A Legacy?
13:36
13:36
Play later
Play later
Lists
Like
Liked
13:36You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence. Helpful Information: PFG Website: https://www.p…
…
continue reading
Story #1: The Decision / Story #2: Who Called the PriestBy Sandra McDevitt - Host
…
continue reading
Story #1: The Return / Story #2: Where God IsBy Sandra McDevitt - Host
…
continue reading
Story #1: The Surrender of Granada / Story #2: The Last Martyr of the ColosseumBy Sandra McDevitt - Host
…
continue reading
Story #1: The Meeting at the Wall / Story #2: A Dime for GodBy Sandra McDevitt - Host
…
continue reading

1
Talking To Your Spouse About Market Crash Fears
14:19
14:19
Play later
Play later
Lists
Like
Liked
14:19This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management, LLC is an SEC Regist…
…
continue reading

1
What Should You Actually Do When the Market Drops?
14:15
14:15
Play later
Play later
Lists
Like
Liked
14:15The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit? Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management…
…
continue reading
Thief & ThornsBy Sandra McDevitt - Host
…
continue reading
Ark & CrossBy Sandra McDevitt - Host
…
continue reading
Family & Keep Us SafeBy Sandra McDevitt - Host
…
continue reading
An Affectionate Son & Thy Will Be DoneBy Sandra McDevitt - Host
…
continue reading
Priest & SpringBy Sandra McDevitt - Host
…
continue reading
Dime of God & Last MartyrBy Sandra McDevitt - Host
…
continue reading

1
Inside the Advisor’s Office: What People Are Actually Concerned About
19:08
19:08
Play later
Play later
Lists
Like
Liked
19:08Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare…
…
continue reading
Candle & DoctorBy Sandra McDevitt - Host
…
continue reading
Will & Stained GlassBy Sandra McDevitt - Host
…
continue reading
St. Leonard & The Painting of a PrayerBy Sandra McDevitt - Host
…
continue reading
The Little Ark & The Legend of the LanceBy Sandra McDevitt - Host
…
continue reading

1
April Fool’s: Beliefs That Fool Retirement Savers The Most
14:51
14:51
Play later
Play later
Lists
Like
Liked
14:51April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewea…
…
continue reading
From Mary's Hands & Because He Loved MuchBy Sandra McDevitt - Host
…
continue reading
Thorn Tree & DarknessBy Sandra McDevitt - Host
…
continue reading

1
Social Security Claiming Tips for Diverse Family Situations
20:22
20:22
Play later
Play later
Lists
Like
Liked
20:22Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, can impact when and how to claim Social Security benefits to maximize your retirement income. Helpful Information: PFG Website: https://www.pfgprivate…
…
continue reading

1
New Year, New Me: How To Change Your Money Attitude In 2025
22:04
22:04
Play later
Play later
Lists
Like
Liked
22:04As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk…
…
continue reading

1
For Couples, Retirement Planning Is A Team Sport
16:17
16:17
Play later
Play later
Lists
Like
Liked
16:17Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disag…
…
continue reading

1
The Magic 8 Ball’s Guide to Retirement Planning
16:04
16:04
Play later
Play later
Lists
Like
Liked
16:04Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your r…
…
continue reading

1
Combatting Popular Excuses For Poor Financial Decision-Making
17:19
17:19
Play later
Play later
Lists
Like
Liked
17:19Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water... Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-77…
…
continue reading

1
Take the Fork: Yogi’s Wisdom on Making Financial Choices
16:32
16:32
Play later
Play later
Lists
Like
Liked
16:32In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from …
…
continue reading

1
Retirement Questions The Baby Boomer Generation Is Asking
20:54
20:54
Play later
Play later
Lists
Like
Liked
20:54Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement, we're going to focus on some of the top questions this age group is asking in today's episode. Stay tuned to see what you can learn from John and Nick this week on Retirement Planning Rede…
…
continue reading

1
Don't Make These Income Planning Mistakes
15:43
15:43
Play later
Play later
Lists
Like
Liked
15:43Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. Tune in to ensure your retirement strategy is foolproof …
…
continue reading

1
Money Mistakes You'll Regret and How to Avoid Them
17:11
17:11
Play later
Play later
Lists
Like
Liked
17:11“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Helpful…
…
continue reading
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about reti…
…
continue reading

1
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples
18:19
18:19
Play later
Play later
Lists
Like
Liked
18:19Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…
…
continue reading

1
Mastering Retirement Cash Flow: Understanding Income
17:03
17:03
Play later
Play later
Lists
Like
Liked
17:03Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In our first two episodes, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stu…
…
continue reading

1
Mastering Retirement Cash Flow (Part 2): Understanding Changing Expenses
19:11
19:11
Play later
Play later
Lists
Like
Liked
19:11On this episode, we will continue our conversation on what expenses may change when you enter into retirement. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expre…
…
continue reading

1
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
20:46
20:46
Play later
Play later
Lists
Like
Liked
20:46In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. Helpful Information: PFG Website: https://www.pfgprivatewe…
…
continue reading
This is part 2 of our Social Security conversation. We will be debunking the remaining 5 myths on today's show. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expr…
…
continue reading
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Helpful Information: PFG Websit…
…
continue reading

1
Ep 58: Fore Your Retirement: What Golf Teaches Us About Financial Planning
16:22
16:22
Play later
Play later
Lists
Like
Liked
16:22Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments…
…
continue reading

1
Ep 57: Retirement Expenses For Which You Forgot To Plan
18:50
18:50
Play later
Play later
Lists
Like
Liked
18:50Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unex…
…
continue reading

1
Ep 56: Four Ways The SECURE Act 2.0 Might Impact You
15:16
15:16
Play later
Play later
Lists
Like
Liked
15:16After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG …
…
continue reading

1
Ep 55: How Bonds Work: What Retirees Need To Know
17:43
17:43
Play later
Play later
Lists
Like
Liked
17:43Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: [email protected] Disclaimer: PFG Private Wealth Management, LLC is a registe…
…
continue reading

1
Ep 54: Warning Signs: How To Spot Problems In Your Financial Life
15:41
15:41
Play later
Play later
Lists
Like
Liked
15:41Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pf…
…
continue reading

1
Ep 53: Getting It Right: Irreversible Financial Decisions
14:33
14:33
Play later
Play later
Lists
Like
Liked
14:33There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@…
…
continue reading

1
Ep 52: Retirement Planning From A Psychologist’s Point Of View
17:21
17:21
Play later
Play later
Lists
Like
Liked
17:21We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Helpful Information: PFG Website: https://www.pfg…
…
continue reading

1
Ep 51: Financial Planning Considerations When You’re In Between Jobs
13:39
13:39
Play later
Play later
Lists
Like
Liked
13:39Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Con…
…
continue reading