Month

February 2019
Tax Strategies For Retirement Matt goes over two different scenarios. The first one is a couple who has all their money in IRA’s, the second scenario is when they have their money distributed between different tax buckets. You will be amazed on how much they save! Below are a few pdf’s you can use to...
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Today’s Smart Money Question: If you’re like most people, you’ve probably steered clear of reverse mortgages for one reason or another, but there’s quite a bit more to them that isn’t generally discussed. Matt brings in Harlan Accola to demystify the subject. Who should consider one, and who should not? What kind of options are...
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Today’s Smart Money Question: This week, let’s look into some basic steps that you can take towards building and protecting wealth, as well as finding peace of mind in your investment plan. (Click the featured times below to jump forward in the episode) Here Are Just A Handful Of Things You’ll Learn: 0:26 -New Format....
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