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Latest Podcasts

Episode #89 Understanding Risk Tolerance

Today’s Smart Money Question: Risk tolerance is a buzzword you often hear in the financial industry. It’s important to understand what it is and how it applies to you as an investor. (Click the featured times below to jump forward in the episode) Here Are Just A Handful Of Things You’ll Learn: -We Don’t Like...

Episode #88: Market Volatility & Risk

Today’s Smart Money Question: There’s a conversation Matt has with clients all the time. It’s about market volatility. It’s one of the most important things to grasp and understand as you prepare for retirement. On this episode, Matt will recount one of those recent conversations with a couple that came into his office, some of...

Episode #87: Mailbag – Paying Off Your House

oin us as we feature your email questions. We'll cover paying off your house and financial planning for married couples.

Episode #86: Attitude Of Gratitude

This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful.

Episode #85: Headlines Featuring Scams And Market Crashes

On this edition of the podcast, Matt addresses scams that could attack your wealth and the question of whether a market crash could eat into your portfolio.

Episode 84: Paradigm Shift

As we move from work to retirement, we experience a paradigm shift. Suddenly, we're moving from wealth accumulation to income distribution. Matt explains.

Episode #83: Advising Is Problem-Solving

Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he's worked.

Episode #82: Soda Taxes And Fire

Soda taxes are causing folks in Seattle to rethink their purchases, and a new movement is helping millennials to retire early. Matt Explains. 

Episode #81: Matt’s Planning Process Part 02

People ask us what our retirement planning process looks like. Join us for part two of our series detailing one couple's journey through retirement.