Matt will be speaking at an event on the topic of empowering women in financial planning and it got him thinking a lot about examples in his personal and professional life that tie into the topic. This episode will run through statistics you need to know and the most important investment items you need to have in order.
We’ve already rolled into the third quarter of the year and that presents us with a great opportunity to evaluate our portfolio. Giving your plan a check-up will help keep it on track headed towards your goals so use this checklist focus on the most important questions.
A recent tax bill was signed into law in July 2019 and it serves as a reminder that understanding taxes is an important aspect to planning your retirement. Knowing how much of your money will be yours when you decide to access it will determine how much you actually need. On this episode, we discuss this tax law and answer a few questions sent to us.
Do you ever wonder what you might not even know to ask about? For instance, do you know what a stretch IRA is and how it works? Or how to designate beneficiaries and joint ownership over your accounts appropriately? Matt talks through the ins and outs of these things, answering your questions before you ask them.
Today’s Smart Money Question: We’ve got a few listener questions on the docket for today. First up, we’ll discuss Abe’s
Today’s Smart Money Question: This week we speak with special guest Adam Quiney, an executive leadership coach, about how your
Today’s Smart Money Question: At the end of May, Congress passed the SECURE Act, which will create some major changes
Today’s Smart Money Question: We received quite a few responses from listeners after the last episode, so we’ll be following
Gifting Real Estate & Potential Tax Consequences Matt goes over the tax difference between if you inherit real estate vs.
Today’s Smart Money Question: This week, we’ll delve into some listener questions about retirement accounts. Matt will clear up the
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