Phil Briggs

This conversation features Phil Briggs, a Portfolio Manager and Financial Planner at PWL Capital, and Trevor Daigle, Co-founder of EB Wealth. They dive into the cultural alignment of their firms and the challenges faced during their merger. Phil presents a compelling case study on a retiree's choice between commuted values and a defined benefit pension, analyzing risks, tax implications, and emotional factors. The family ultimately decides to keep the pension after seeing Phil's evidence-based findings, highlighting the importance of thorough financial planning.