Category

Retirement
Today’s Smart Money Question: The featured guest this week is Matt’s current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from...
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We'll feature your listener questions from the Mailbag on emergency funds, market crashes, and the retirement planning process.
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There have been major changes since Trump went into office. Check out our video to learn more. Below are some materials to follow along with as you watch the video.  
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Required minimum distributions (RMDs) are an inevitable part of retirement, but what should you do with that money? Matt explains.
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When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control. 
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Legal documents are confusing and typically come with a lot of complex vocabulary. Matt sorts through the jargon and explains why they're so important. 
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Putting A financial plan together can be overwhelming. We'll show you how to take the first steps toward getting started. 
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Retirement planning requires more than financial preparation. Matt details why it's important to set personal goals in retirement.
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Some great mailbag questions this week. Saul in Florida wants to know if he should sell off his office building and invest the assets. Marie in Pennsylvania is curious if three whole life policies is too much. Hank in Texas wants to know if he should put all his money in Roth from now on....
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We've all heard the phrase about having too many cooks in the kitchen. Matt tells us about a time he found out his client had four different financial advisors. It prompted him to say, "You've got what?" That's where we'll pick up the story on today's podcast and learn why having too many advisors causes...
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