PMG Wealth Management

11/13/2025

Sneak peek of episode 3 🎬

We’re breaking down how to really know your numbers. Net worth, expenses, and more. Start digging deeper into your finances as you prepare for retirement.

Watch the full episode on our Youtube

11/13/2025

Understanding the Illinois TRS Pension: What Every Educator (and Spouse) Should Know

When your spouse is a public-school teacher in Illinois, understanding the Teachers’ Retirement System (TRS) pension isn’t optional, it’s essential.

11/06/2025

How the New SALT Cap Could Unlock Tax Savings for Homeowners

When Congress passed the new “Big Beautiful Tax Bill,” one of the most notable updates was the major change to the SALT deduction (short for State and Local Taxes).

11/06/2025

We are excited to present episode 3 of the Plan To Rise Above Podcast powered by PMG Wealth Management.

This episode is layered with actionable ideas and suggestions.

Our President/Founder, Phil Guerrero, CFP®, CEPA® has 25-plus years of wealth management advisement success. He's top 3% in the country because his strategies, service, and best practices are proven to work. And now he's surrounded himself with talented advisors to scale the business and further support the 400 families, and growing, that we represent.

Check out this powerful and fun episode - let us know what you'd like to learn more about in upcoming episodes.

SUBSCRIBE AND FOLLOW ALONG HERE

https://youtu.be/1FamVEQuGAI?si=naAbuzuMAgdJSvFW

10/30/2025

7 Most Important Financial Decisions in Your Life To Get Right

You’ll make hundreds of everyday money decisions: what to buy, where to eat, whether to save or spend, but a handful of moments truly shape your financial

10/23/2025

The Return of the ACA Subsidy Cliff: What 2026 Means for Health Insurance and Financial Planning

In 2026, one of the most significant changes in the Affordable Care Act’s history will quietly take effect. It could mean thousands of dollars in additional

10/17/2025

When to Take Your Required Minimum Distribution (RMD)

Required Minimum Distributions (RMDs) are how the IRS ensures you eventually pay taxes on the retirement savings you’ve accumulated in tax-deferred accounts like IRAs and 401(k)s.

10/08/2025

The Three Biggest Risks to Investors

It starts with understanding and managing the three biggest risks every retiree faces:

10/03/2025

Introducing the Plan to Rise Above Podcast

We’re thrilled to share something we’ve been working on recently: the Plan to Rise Above Podcast.

09/25/2025

How Much I Spent to Finish My Basement (and What I Learned Along the Way)

When I first looked into finishing my basement, the quotes came back in the $60,000 range. That was more than I was willing to spend. I wanted the extra space, but not at the expense of bigger financial goals.

09/25/2025

https://youtu.be/VnIZz1zQZcw?si=DD534lqvhXtvt4Es

09/19/2025

How High-Income Earners Can Build $40,000 in Roth Savings Each Year

For high earners who are already maxing out retirement accounts, the Mega Backdoor Roth can be a game-changer. Despite the dramatic name, it isn’t a special